Mia Yan Financial Planner Report

Name:
Mia Yan

Rep Number:
001236158

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2016-05-16 onwards

Licensee
Name:

Number:
000411766

ABN:
76 153 168 293

Controlled By:

Appointed By
Name:
Mercer Financial Advice (australia) Pty Ltd

Licence Number:
000411766

ABN:
76 153 168 293

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
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Monarch Institute
Advanced Diploma of Financial Planning
The University of Queensland
Master of Commerce (Professional Accounting & Applied Finance)

Memberships
Association of Financial Advisers (AFA)
Financial Planning Association of Australia (FPA)