Tao ( Teddy) Yu – Financial Adviser

Adviser identifying number: 1240332
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: 123 INVESTMENT MANAGEMENT PTY LTD
Licence number: 469061
Licensee’s ABN: 39601788274
Licence controlled by:

The date the Financial Adviser commenced the appointment: 21/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: 123 INVESTMENT MANAGEMENT PTY LTD
Authorised Representative identifying number: 469061
Authorised Representative’s ABN: 39601788274

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 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:

• Derivatives
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Margin Lending Facility / Standard Margin Lending Facility