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