Yongchao Yu – Financial Adviser
Adviser identifying number: 1236057
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: MAXMILLIAN FINANCIAL PLANNING PTY LTD
Licence number: 459314
Licensee’s ABN: 70129421432
Licence controlled by: MAXMILLIAN FINANCIAL PLANNING PTY LTD
The date the Financial Adviser commenced the appointment: 02/10/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MAXMILLIAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 459314
Authorised Representative’s ABN: 70129421432
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:
- Diploma in financial planning – TMA
- Masters Degree Accounting – Sydney Uni
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Yongchao Yu is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation