Jobbe Yu Financial Planner Report

Name:
Jobbe Yu

Rep Number:
001235902

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2016-10-27 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Superannuation

Qualifications
Macquarie University
Bachelor of Business Administration
Kaplan Professional
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
Diploma of Financial Planning
Macquarie University
Master of Commerce
Kaplan Professional
Securities and Managed Investments

Memberships
Financial Planning Association of Australia (FPA)