Financial Adviser · PERTH, WA

Andrew Yoong

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000247723

Andrew Yoong is a financial adviser based in Perth, Western Australia, with 22 years of experience in the financial services industry. Andrew is currently authorised under Hillross Financial Services Limited. Andrew 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 (FPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2000
Bachelor of Commerce (Finance)
Curtin University
2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2006
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited

Registration History

Sep 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register