Yongchao Yu Financial Planner Report

Name:
Yongchao Yu

Rep Number:
001236057

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2015-10-02 onwards

Location:
Ultimo, , NSW, 0

Licensee
Name:

Number:
000459314

ABN:
70 129 421 432

Controlled By:

Appointed By
Name:
Maxmillian Financial Planning Pty Ltd

Licence Number:
000459314

ABN:
70 129 421 432

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
TMA
Diploma in financial planning
Sydney Uni
Masters Degree Accounting

Memberships
CPA Australia (CPA)