Paul Kevin So Wan Yuen
Financial Adviser in Parkville, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003664
- Location
- Parkville VIC 3052
- Licensee
- The Practice Wealth Management Pty Ltd (AFSL 315598)
- Authorised since
- 25 March 2026
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Accountancy), Royal Melbourne Institute of Technology (2006); Graduate Diploma of Financial Planning, Kaplan Education Pty Ltd (2012); CFP Certification Program, Financial Planning Association of Australia Limited (2014); FIN60012 Ethics and Client Management, Swinburne University of Technology (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Paul Kevin So Wan Yuen
On the Financial Advisers Register kept by ASIC, Paul Kevin So Wan Yuen appears as a current financial adviser in Parkville, Victoria, adviser number 001003664.
Advice is given under the Australian financial services licence of The Practice Wealth Management Pty Ltd, licence number 315598. That authorisation dates from 25 March 2026.
According to the register, Paul first provided financial advice in 2010. Qualifications and training on file include Bachelor of Business (Accountancy) (Royal Melbourne Institute of Technology, 2006), Graduate Diploma of Financial Planning (Kaplan Education Pty Ltd, 2012) and CFP Certification Program (Financial Planning Association of Australia Limited, 2014). Paul is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Paul Kevin So Wan Yuen a registered financial adviser?
Yes. Paul Kevin So Wan Yuen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003664.
Which licensee does Paul Kevin So Wan Yuen work under?
The Practice Wealth Management Pty Ltd, Australian financial services licence 315598.
What can Paul Kevin So Wan 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.