Panbo Ye – Financial Adviser
Adviser identifying number: 1254988
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: AON HEWITT FINANCIAL ADVICE LIMITED
Licence number: 239183
Licensee’s ABN: 13091225642
Licence controlled by:
The date the Financial Adviser commenced the appointment: 26/05/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AON HEWITT FINANCIAL ADVICE LIMITED
Authorised Representative identifying number: 000239183
Authorised Representative’s ABN: 13091225642
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 (Accounting) – University of Western Sydney
- Certificate IV in Financial Services (Financial/Mortgage Broking) – TAFE NSW
- Diploma of Financial Planning – FNS50615 – CPA Australia
- Master of Business Administration – University of Western Sydney
Relevant memberships of professional bodies or industry associations:
Panbo Ye is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- 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