Mark Yeo – Financial Adviser
Adviser identifying number: 439014
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: HNW PLANNING PTY LTD
Licence number: 225216
Licensee’s ABN: 42083745055
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED
The date the Financial Adviser commenced the appointment: 20/04/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HNW PLANNING PTY LTD
Authorised Representative identifying number: 225216
Authorised Representative’s ABN: 42083745055
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 Economics (Honours) – University of Adelaide
- Dip of Finance and Mortgage Broking Management – SkillSolutions
- Diploma of Financial Services – Financial Services Institute of Australia
- Foundations of Financial Planning (Part B) – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
Mark Yeo is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- 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
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services