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