HomeFinancial AdvisersMargaret Yuen – Financial Adviser

Margaret Yuen – Financial Adviser

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

Name of the licence holder: IFA SECURITIES PTY LTD
Licence number: 247150
Licensee’s ABN: 37084661521
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/05/1999
The date the Financial Adviser ceased the appointment: 30/06/2008
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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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:

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