Yuen Loy Ngeow
Financial Adviser in Burwood, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000365074
- Location
- Burwood VIC 3125
- Licensee
- Only Advice Pty Ltd (AFSL 564793)
- Authorised since
- 28 April 2025
- First provided advice
- 2003
- Qualifications
- Graduate Diploma of Financial Planning, FINSIA (2007); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2011); Margin Lending and Geared Investments, Kaplan Professional (2012); SMSF Specialist Advisor (SSA), SMSF Association (2015); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2015); Accredited Listed Product Adviser Program, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Yuen Loy Ngeow
Yuen Loy Ngeow is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Burwood, Victoria (adviser number 000365074).
Advice is given under the Australian financial services licence of Only Advice Pty Ltd, licence number 564793. The current authorisation started on 28 April 2025.
According to the register, Yuen first provided financial advice in 2003. The qualifications listed for Yuen include Graduate Diploma of Financial Planning (FINSIA, 2007), Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 2011) and Margin Lending and Geared Investments (Kaplan Professional, 2012). Yuen is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice 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 Yuen Loy Ngeow a registered financial adviser?
Yes. Yuen Loy Ngeow is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000365074.
Which licensee does Yuen Loy Ngeow work under?
Only Advice Pty Ltd, Australian financial services licence 564793.
What can Yuen Loy Ngeow 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.