Financial Adviser
· MOUNT WAVERLEY, VIC
Paul Yeo
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003339
Paul Yeo is a financial adviser based in Mount Waverley, Victoria, with 12 years of experience in the financial services industry. Paul is currently authorised under Adviser Services Pty Ltd. Paul 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 Certified Financial Planner from Financial Planning Association of Australia.
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
2011
Master of Commerce
Deakin University
2015
Certified Financial Planner
Financial Planning Association of Australia
2015
Self Managed Superannuation Funds
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register