Margaret Yuen Financial Planner Report

Name:
Margaret Yuen

Rep Number:
001235910

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2013-11-01 onwards

ABN:
20 113 462 295

Licensee
Name:

Number:
000445893

ABN:
20 113 462 295

Appointed By
Name:
Margaret Yuen

Licence Number:
000445893

ABN:
20 113 462 295

May advise on following product areas:
Self-Managed Superannuation Fund
Superannuation

Qualifications
Royal Melbourne Institute of Technology
Bachelor of Business (Financial Planning) with Distinction
Financial Planning Association of Australia Limited
Dipploma of Financial Planning

Memberships
Institute of Public Accountants (IPA)
SMSF Association