About Panbo Ye
Panbo Ye is a financial adviser based in Chatswood, New South Wales, with 9 years of experience in the financial services industry since 2017. Panbo is currently authorised under Pgw Financial Services. Panbo holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Panbo's qualifications include a Master of Business Administration from University of Western Sydney. Panbo is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Advise and Deal in the following financial products for retail and wholesale clients; Deposit and payment products, Life products including investment and life risk products, Interest in managed investment schemes including IDPS, standard Margin Lending retirement savings accounts, debentures, stocks or bonds issued or proposed to be issued by a government, superannuation and securities.
Authorised to provide tax financial advice services
Registration History
Aug 2023 - Present
Current
Advise and Deal in the following financial products for retail and wholesale clients; Deposit and payment products, Life products including investment and life risk products, Interest in managed investment schemes including IDPS, standard Margin Lending retirement savings accounts, debentures, stocks or bonds issued or proposed to be issued by a government, superannuation and securities.
Oct 2019 - Jul 2023
Ceased
AON HEWITT FINANCIAL ADVICE LIMITED
May 2017 - Sep 2019
Ceased
Authorisation is limited to: deposit and payment products - non-basic deposit products, life products including investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds, interest in managed investment schemes including investor directed portfolio services, securities, retirement savings accounts (RSA) products (within the meaning of the Retirement Savings Account Act 1997), superannuation, and standard margin lending facility.
Source: ASIC Financial Advisers Register