Janet Yeung – Financial Adviser
Adviser identifying number: 328958
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: M D PHILLIPS & ASSOCIATES PTY LTD
Licence number: 223328
Licensee’s ABN: 43001823678
Licence controlled by:
The date the Financial Adviser commenced the appointment: 19/08/2008
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: M D PHILLIPS & ASSOCIATES PTY LTD
Authorised Representative identifying number: 223328
Authorised Representative’s ABN: 43001823678
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Servies (Financial Planning) – Tribeca
- Diploma of Financial Services (Finance/Mortgage Broking Management) – Intellitrain
- Estate Planning – University of Technology Sydney
- Fellow, Chartered Financial Practitioner (FChFP) – AFA
- Master of Commerce (Financial Planning) – University of Western Sydney
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Financial Planning Association of Australia (FPA)
- The Mortgage & Finance Association of Australia (MFAA)
Janet Yeung is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility