Wing Yi Vivian Yuen – Financial Adviser
Adviser identifying number: 1250158
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: OREANA FINANCIAL SERVICES PTY LTD
Licence number: 482234
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 01/12/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OREANA FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 482234
Authorised Representative’s ABN:
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:
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Relevant qualifications and training:
- Bachelor of Commerce – Deakin University
- Diploma of Commerce – Melbourne Institute of Business and Technology
Relevant memberships of professional bodies or industry associations:
Wing Yi Vivian Yuen is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Securities