Yun Sun – Financial Adviser

Adviser identifying number: 1255213
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence number: 243313
Licensee’s ABN: 33007207650
Licence controlled by:

The date the Financial Adviser commenced the appointment: 05/06/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SYNCHRONISED BUSINESS SERVICES PTY LTD
Authorised Representative identifying number: 000243313
Authorised Representative’s ABN: 33007207650

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 Planning – Pinnacle Financial Services Academy
• Diploma Of Financial Services (Financial Planning) – Kaplan Professional Education
• Diploma of Financial Services (Financial Planning) – Mentor Education
• Margin Lending – Pinnacle Financial Services
• Margin Lending – Pinnacle Financial Services Academy
• Self-Managed Superannuation Funds – Pinnacle Financial Services Academy

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

Yun Sun 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
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility