Tao Yu Financial Planner Report

Name:
Tao ( Teddy) Yu

Rep Number:
001240332

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2016-03-21 onwards

Licensee
Name:

Number:
000469061

ABN:
39 601 788 274

Appointed By
Name:
123 Investment Management Pty Ltd

Licence Number:
000469061

ABN:
39 601 788 274

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 Financial Planning
Kaplan
Provide advice in Managed Investments
Kaplan
Provide advice in Securities