Andrew Yoong
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247723
- Location
- Perth WA 6000
- Licensee
- Hillross Financial Services Limited (AFSL 232705)
- Authorised since
- 1 September 2004
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce (Finance), Curtin University (2000); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); Certified Financial Planner, Financial Planning Association of Australia (FPA) (2006); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2010)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Andrew Yoong
Andrew Yoong is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Perth, Western Australia (adviser number 000247723).
The licensee Andrew advises under is Hillross Financial Services Limited (AFS licence 232705). The current authorisation started on 1 September 2004.
The register records 2004 as the year Andrew first provided financial advice. The qualifications listed for Andrew include Bachelor of Commerce (Finance) (Curtin University, 2000), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002) and Certified Financial Planner (Financial Planning Association of Australia (FPA), 2006).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Andrew Yoong a registered financial adviser?
Yes. Andrew Yoong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247723.
Which licensee does Andrew Yoong work under?
Hillross Financial Services Limited, Australian financial services licence 232705.
What can Andrew Yoong give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."