Financial Adviser
· SYDNEY, NSW
Eewen Yong
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002658
Eewen Yong is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Eewen is currently authorised under Infocus Securities Australia Pty Ltd. Eewen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor Commerce and Administration from Victoria University of Wellington.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor Commerce and Administration
Victoria University of Wellington
2007
Diploma of Financial Services (Financial Planning)
Financial Services Training & Assessment
2010
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2011
Advanced Diploma of Management
Auswide Projects
Registration History
A.C.N. 603 037 510 PTY LTD
Advice on superannuation excludes self managed superannuation funds
Source: ASIC Financial Advisers Register