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:

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