Financial Adviser
· SYDNEY, NSW
Jobbe Yu
No disciplinary history on record with ASIC
11
Years experience
ASIC Registered · ADV 001235902
Jobbe Yu is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Jobbe is currently authorised under Pgw Financial Services Pty Ltd. Jobbe holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Master of Commerce (Finance) from Macquarie Unviversity.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2014
Master of Commerce (Finance)
Macquarie Unviversity
2015
Diploma of Finance and Mortgage Broking Management
Kaplan Professional
2015
Diploma of Financial Planning
Kaplan Professional
2015
Securities and Managed Investments
Kaplan Professional
2017
Self Managed Super Fund
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Excluding Self Managed Superannuation Funds
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register