Tao ( Teddy) Yu – Financial Adviser
Adviser identifying number: 1240332
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: CITIGROUP PTY LIMITED
Licence number: 238098
Licensee’s ABN: 88004325080
Licence controlled by: Citi Investments Bahamas Limited ~ Citi Overseas Holdings Bahamas Limited
The date the Financial Adviser commenced the appointment: 21/10/2010
The date the Financial Adviser ceased the appointment: 18/12/2014
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Bachelor of Business (Accounting) – Central Queensland University
- Provide advice in Derivatives – Kaplan
- Provide advice in Financial Planning – Kaplan
- Provide advice in Managed Investments – Kaplan
- Provide advice in Securities – Kaplan
Relevant memberships of professional bodies or industry associations:
Tao ( Teddy) Yu is authorised to provide advices on following products: