Janet Yeung
Financial Adviser in Mona Vale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000328958
- Location
- Mona Vale NSW 2103
- Licensee
- FD AFSL Pty Ltd (AFSL 341678)
- Authorised since
- 2 December 2019
- First provided advice
- 2008
- Qualifications
- Advanced Diploma of Financial Servies (Financial Planning), Tribeca (2007); Estate Planning, University of Technology Sydney (2010); Master of Commerce (Financial Planning), University of Western Sydney (2010); Fellow, Chartered Financial Practitioner (FChFP), AFA (2013); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association; The Mortgage & Finance Association of Australia (MFAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Janet Yeung
Janet Yeung is a financial adviser in Mona Vale, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000328958.
Janet provides advice as an authorised representative of FD AFSL Pty Ltd, which holds Australian financial services licence 341678. That authorisation dates from 2 December 2019.
According to the register, Janet first provided financial advice in 2008. Qualifications and training on file include Advanced Diploma of Financial Servies (Financial Planning) (Tribeca, 2007), Estate Planning (University of Technology Sydney, 2010) and Master of Commerce (Financial Planning) (University of Western Sydney, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA), SMSF Association and The Mortgage & Finance Association of Australia (MFAA).
Janet is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Janet Yeung a registered financial adviser?
Yes. Janet Yeung is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000328958.
Which licensee does Janet Yeung work under?
FD AFSL Pty Ltd, Australian financial services licence 341678.
What can Janet Yeung 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.