Mia Yan – Financial Adviser

Adviser identifying number: 1236158
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence number: 411766
Licensee’s ABN: 76153168293
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd

The date the Financial Adviser commenced the appointment: 16/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Authorised Representative identifying number: 411766
Authorised Representative’s ABN: 76153168293

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:

  • Advanced Diploma of Financial Planning – Monarch Institute
  • Master of Commerce (Professional Accounting & Applied Finance) – The University of Queensland

Relevant memberships of professional bodies or industry associations:

  • Association of Financial Advisers (AFA)
  • Financial Planning Association of Australia (FPA)

Mia Yan 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