Yew Lip – Financial Adviser

Adviser identifying number: 443637
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: WESTPAC BANKING CORPORATION
Licence number: 233714
Licensee’s ABN: 33007457141
Licence controlled by: WESTPAC BANKING CORPORATION

The date the Financial Adviser commenced the appointment: 08/01/2015
The date the Financial Adviser ceased the appointment: 06/04/2017
Name of the Authorised Representative: WESTPAC BANKING CORPORATION
Authorised Representative identifying number: 000233714
Authorised Representative’s ABN: 33007457141

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:

  • Advanced Diploma of Financial Services – Tribeca
  • Bachelor of Business (Economics & Finance) – RMIT University
  • Diploma of Finance and Mortgage Broking Management – TAFE NSW
  • Margin Lending – GWM Adviser Services
  • Self Managed Superannuation Funds – Mentor Education

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Yew Lip is authorised to provide advices on following products: