Simon Yeo – Financial Adviser
Adviser identifying number: 1001741
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2002
Name of the licence holder: EUROZ SECURITIES LTD
Licence number: 243302
Licensee’s ABN: 23089314983
Licence controlled by:
The date the Financial Adviser commenced the appointment: 11/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: EUROZ SECURITIES LTD
Authorised Representative identifying number: 243302
Authorised Representative’s ABN: 23089314983
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 Commerce – University of Western Australia
- Diploma of Financial Advising – Securities Institute of Australia
- PS146 Generic & Securities – Securities Institute of Australia
Relevant memberships of professional bodies or industry associations:
Simon Yeo is authorised to provide advices on following products:
- Securities
- Margin Lending Facility / Standard Margin Lending Facility