Evelyn Yong Financial Planner Report

Name:
Evelyn Yong

Rep Number:
001005486

Status:
Current

First Advice:
2011

Disciplinary action:
No action

Most Recent Role:
2011-04-01 onwards

Licensee
Name:

Number:
000341162

ABN:
68 137 978 360

Controlled By:

Appointed By
Name:
Jbwere Ltd

Licence Number:
000341162

ABN:
68 137 978 360

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

Qualifications
Monash University
Bachelor Degree - Bachelor of Science
University of Adelaide
Certificate - SMSF
Monash University
Masters Degree - International Business