HomeFinancial AdvisersJason Fung – Financial Adviser

Jason Fung – Financial Adviser

Adviser identifying number: 300805
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006

Name of the licence holder: YELLOW BRICK ROAD WEALTH MANAGEMENT PTY LIMITED
Licence number: 323825
Licensee’s ABN: 93128650037
Licence controlled by:

The date the Financial Adviser commenced the appointment: 26/06/2015
The date the Financial Adviser ceased the appointment: 11/03/2016
Name of the Authorised Representative: VOW WEALTH MANAGEMENT PTY. LTD.
Authorised Representative identifying number: 000403550
Authorised Representative’s ABN: 46149304469

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

  • Accredited Listed Product Adviser Program – Kaplan Education Pty Limited
  • Bachelor of Commerce in Financial Planning and Investment – Griffith University
  • Certificate IV in Financial Services (Finance / Mortgage Broking) – The National Finance Institute
  • Margin Lending and Geared Investments – Kaplan Education Pty Limited
  • Self Managed Superannuation Funds – Kaplan Education Pty Limited

Relevant memberships of professional bodies or industry associations:

Jason Fung is authorised to provide advices on following products:

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