Panbo Ye
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254988
- Location
- Chatswood NSW 2067
- Licensee
- PGW Financial Services Pty Ltd (AFSL 384713)
- Authorised since
- 29 August 2023
- First provided advice
- 2017
- Qualifications
- Bachelor of Business, University of Western Sydney (2007); Certificate IV in Financial Services (Financial/Mortgage Broking), TAFE NSW (2010); Master of Business Administration, University of Western Sydney (2014); Diploma of Financial Planning, CPA Australia (2016); Advanced Diplom of Financial Planning, Kaplan Professional (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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
- Restriction
- Advise and Deal in the following financial products for retail and wholesale clients; Deposit and payment products, Life products including investment and life risk products, Interest in managed investment schemes including IDPS, standard Margin Lending retirement savings accounts, debentures, stocks or bonds issued or proposed to be issued by a government, superannuation and securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About Panbo Ye
On the Financial Advisers Register kept by ASIC, Panbo Ye appears as a current financial adviser in Chatswood, New South Wales, adviser number 001254988.
The licensee Panbo advises under is PGW Financial Services Pty Ltd (AFS licence 384713). The current authorisation started on 29 August 2023.
According to the register, Panbo first provided financial advice in 2017. Qualifications and training on file include Bachelor of Business (University of Western Sydney, 2007), Certificate IV in Financial Services (Financial/Mortgage Broking) (TAFE NSW, 2010) and Master of Business Administration (University of Western Sydney, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
Panbo 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.
The register adds a condition to this authorisation: “Advise and Deal in the following financial products for retail and wholesale clients; Deposit and payment products, Life products including investment and life risk products, Interest in managed investment schemes including IDPS, standard Margin Lending retirement savings accounts, debentures, stocks or bonds issued or proposed to be issued by a government, superannuation and securities.”
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Questions people ask
Is Panbo Ye a registered financial adviser?
Yes. Panbo Ye is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254988.
Which licensee does Panbo Ye work under?
PGW Financial Services Pty Ltd, Australian financial services licence 384713.
What can Panbo Ye 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. It also records this restriction: "Advise and Deal in the following financial products for retail and wholesale clients; Deposit and payment products, Life products including investment and life risk products, Interest in managed investment schemes including IDPS, standard Margin Lending retirement savings accounts, debentures, stocks or bonds issued or proposed to be issued by a government, superannuation and securities."