Paul Kevin So Wan Yuen – Financial Adviser

Adviser identifying number: 1003664
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: PLANNING PARTNERS PTY. LTD.
Licence number: 222835
Licensee’s ABN: 64090069239
Licence controlled by:

The date the Financial Adviser commenced the appointment: 24/09/2007
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PLANNING PARTNERS PTY. LTD.
Authorised Representative identifying number: 222835
Authorised Representative’s ABN: 64090069239

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:

• B Bus Acc – RMIT
• CFP – FPA
• FP – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Paul Kevin So Wan Yuen 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