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