Margaret Yuen – Financial Adviser

Adviser identifying number: 1235910
Status: Current
Adviser’s ABN: 20113462295
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: MARGARET YUEN
Licence number: 445893
Licensee’s ABN: 20113462295
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/11/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MARGARET YUEN
Authorised Representative identifying number: 445893
Authorised Representative’s ABN: 20113462295

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:

• Bachelor of Business (Financial Planning) with Distinction – Royal Melbourne Institute of Technology
• Dipploma of Financial Planning – Financial Planning Association of Australia Limited

Relevant memberships of professional bodies or industry associations:

• Institute of Public Accountants (IPA)
• SMSF Association

Margaret Yuen is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Class of Product Advice – Superannuation