JANET YEUNG (Adviser# 000328958) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is March 26, 2010.
| Register Name | Financial Advisers |
| Adviser Name | JANET YEUNG |
| Adviser Number | 000328958 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Ceased |
| Adviser First Advice Year | 2008 |
| Financial Service (AFS) Licence |
Licence# 000223328 M D PHILLIPS & ASSOCIATES PTY LTD |
| Licence ABN | 43001823678 |
| Adviser Start Date | 2010-03-26 |
| Adviser End Date | 2015-03-26 |
| Appointing Representative Name | JANET YEUNG |
| Appointing Representative Number | 000328958 |
| Memberships |
Association of Financial Advisers (AFA) Financial Planning Association of Australia (FPA) The Mortgage & Finance Association of Australia (MFAA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Diploma of Financial Servies (Financial Planning) | Tribeca |
| Diploma of Financial Services (Finance/Mortgage Broking Management) | Intellitrain |
| Estate Planning | University of Technology Sydney |
| Fellow, Chartered Financial Practitioner (FChFP) | AFA |
| Master of Commerce (Financial Planning) | University of Western Sydney |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000223328 | M D PHILLIPS & ASSOCIATES PTY LTD | 2010-03-26 - 2015-03-26 | JANET YEUNG |
| 000223328 | M D PHILLIPS & ASSOCIATES PTY LTD | 2008-08-19 - | M D PHILLIPS & ASSOCIATES PTY LTD |
| Licence Name | M D PHILLIPS & ASSOCIATES PTY LTD |
| Licence Number | 000223328 |
| Licence ABN | 43001823678 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHERRY LAI | M D Phillips & Associates Pty Ltd | Current | 2018-03-19 |
| MICHAEL DAVID PHILLIPS | M D Phillips & Associates Pty Ltd | Ceased | 2010-03-26 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| CHERRY LAI | M D Phillips & Associates Pty Ltd | Current | 2018-03-19 |
| MICHAEL DAVID PHILLIPS | M D Phillips & Associates Pty Ltd | Ceased | 2010-03-26 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.