Yee Wah Hooi-Duran
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000342
- Location
- Adelaide SA 5000
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 1 June 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (Banking and Finance), University of South Australia (2003); Master of Business (E-business), University of South Australia (2006); FN60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2010); FNS50804 Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2010); Certified Financial Planner, Financial Planning Association of Australia Ltd (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020); Accredited Listed Product Adviser Program, Kaplan Education Pty Ltd (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Yee Wah Hooi-Duran
Yee Wah Hooi-Duran is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001000342).
Advice is given under the Australian financial services licence of Bridges Financial Services Pty Limited, licence number 240837. The current authorisation started on 1 June 2023.
The register records 2010 as the year Yee first provided financial advice. The qualifications listed for Yee include Bachelor of Business (Banking and Finance) (University of South Australia, 2003), Master of Business (E-business) (University of South Australia, 2006) and FN60404 Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2010). Yee 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 government debentures, stocks and bonds, 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 Yee Wah Hooi-Duran a registered financial adviser?
Yes. Yee Wah Hooi-Duran is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000342.
Which licensee does Yee Wah Hooi-Duran work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Yee Wah Hooi-Duran give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.