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:

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: