Sean Wi-Kiong Yeo
Financial Adviser in Southport, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000434072
- Location
- Southport QLD 4215
- Licensee
- Focused Financial Advice Pty Ltd (AFSL 286219)
- Authorised since
- 13 March 2023
- First provided advice
- 2013
- Qualifications
- Bachelor of Arts, Murdoch University (2000); Diploma of Financial Planning, Monarch Institute (2012); Cavendish & ICFS Specialist SMSF Course, University of Adelaide (2013); Advanced Diploma of Financial Planning, Monarch Institute (2014); Certified Financial Planner, Financial Planning Association of Australia (2018); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- 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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sean Wi-Kiong Yeo
Sean Wi-Kiong Yeo is a financial adviser in Southport, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000434072.
The licensee Sean advises under is Focused Financial Advice Pty Ltd (AFS licence 286219). The current authorisation started on 13 March 2023.
According to the register, Sean first provided financial advice in 2013. The qualifications listed for Sean include Bachelor of Arts (Murdoch University, 2000), Diploma of Financial Planning (Monarch Institute, 2012) and Cavendish & ICFS Specialist SMSF Course (University of Adelaide, 2013). Sean is recorded as a member of Financial Advice Association of Australia (FAAA).
Sean 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 Sean Wi-Kiong Yeo a registered financial adviser?
Yes. Sean Wi-Kiong Yeo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000434072.
Which licensee does Sean Wi-Kiong Yeo work under?
Focused Financial Advice Pty Ltd, Australian financial services licence 286219.
What can Sean Wi-Kiong 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.