Jin Yu Huo
Financial Adviser in Norwest, New South Wales, Australia
Review Jin Yu Huo
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001004709
- Location
- Norwest NSW 2153
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 31 May 2021
- First provided advice
- 2007
- Qualifications
- Bachelor of Hospitality Management, University Of Western Sydney (2000); Diploma of Financial Services (Financial Planning), Tribeca (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Accredited Listed Product Adviser Program, Kaplan Professional (2021); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jin Yu Huo
Jin Yu Huo is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Norwest, New South Wales (adviser number 001004709).
Advice is given under the Australian financial services licence of Oreana Financial Services Pty Ltd, licence number 482234. That authorisation dates from 31 May 2021.
According to the register, Jin first provided financial advice in 2007. Qualifications and training on file include Bachelor of Hospitality Management (University Of Western Sydney, 2000), Diploma of Financial Services (Financial Planning) (Tribeca, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009).
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.
Reviews
Nobody has reviewed Jin Yu Huo here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jin Yu Huo a registered financial adviser?
Yes. Jin Yu Huo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004709.
Which licensee does Jin Yu Huo work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Jin Yu Huo 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.