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