Paul Yeo
Financial Adviser in Mount Waverley, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003339
- Location
- Mount Waverley VIC 3149
- Licensee
- Adviser Services Pty Ltd (AFSL 439452)
- Authorised since
- 6 November 2024
- First provided advice
- 2014
- Qualifications
- Master of Commerce, Deakin University (2011); Certified Financial Planner, Financial Planning Association of Australia (2015); Self Managed Superannuation Funds, Kaplan Professional (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2025)
- 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 Paul Yeo
Paul Yeo is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mount Waverley, Victoria (adviser number 001003339).
Paul provides advice as an authorised representative of Adviser Services Pty Ltd, which holds Australian financial services licence 439452. That authorisation dates from 6 November 2024.
According to the register, Paul first provided financial advice in 2014. The qualifications listed for Paul include Master of Commerce (Deakin University, 2011), Certified Financial Planner (Financial Planning Association of Australia, 2015) and Self Managed Superannuation Funds (Kaplan Professional, 2015).
Paul 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 Paul Yeo a registered financial adviser?
Yes. Paul Yeo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003339.
Which licensee does Paul Yeo work under?
Adviser Services Pty Ltd, Australian financial services licence 439452.
What can Paul Yeo 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.