Tao Yu Financial Planner Report

Name:
Tao ( Teddy ) Yu

Rep Number:
001009130

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2015-01-13 onwards

Licensee
Name:

Number:
000469061

ABN:
39 601 788 274

Appointed By
Name:
123 Investment Advisors Pty Ltd

Licence Number:
000471032

ABN:
34 603 458 402

May advise on following product areas:
Derivatives
Foreign Exchange Contracts
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities

Qualifications
Central Queensland University
Bachelor of Business ( Accounting)
Kaplan
Provide advice in Derivatives
Kaplan
Provide advice in Managed Investments
Kaplan
Provide advice in Securities
Kaplan
Provide advice in financial planning