Katherine Yam Financial Planner Report

Name:
Katherine Yam

Rep Number:
001004746

Status:
Current

First Advice:
2012

Disciplinary action:
No action

Most Recent Role:
2015-05-21 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Pinnacle
Diploma of Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)