Kam Chuen Yuen
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000324387
- Location
- Chatswood NSW 2067
- Licensee
- Intergen Capital Pty Ltd (AFSL 528669)
- Authorised since
- 24 March 2022
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce (Accounting and Finance), The University of Sydney (2006); Diplona of Financial Services (Financial Planning), Kaplan (2008); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Self Managed Superannuation Funds, Kaplan Professional Education (2015); Ethics & Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); Taxation Institute Of Australia
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kam Chuen Yuen
Kam Chuen Yuen is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 000324387).
Advice is given under the Australian financial services licence of Intergen Capital Pty Ltd, licence number 528669. That authorisation dates from 24 March 2022.
According to the register, Kam first provided financial advice in 2008. The qualifications listed for Kam include Bachelor of Commerce (Accounting and Finance) (The University of Sydney, 2006), Diplona of Financial Services (Financial Planning) (Kaplan, 2008) and Margin Lending and Geared Investments (Kaplan Professional Education, 2010). Professional memberships recorded: CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and Taxation Institute Of Australia.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Kam Chuen Yuen a registered financial adviser?
Yes. Kam Chuen Yuen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000324387.
Which licensee does Kam Chuen Yuen work under?
Intergen Capital Pty Ltd, Australian financial services licence 528669.
What can Kam Chuen Yuen 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.