YONGCHAO YU


Licensee: MAXMILLIAN FINANCIAL PLANNING PTY LTD

YONGCHAO YU (Adviser# 001236057) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is October 2, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name YONGCHAO YU
Adviser Number 001236057
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2015
Financial Service (AFS) Licence Licence# 000459314
MAXMILLIAN FINANCIAL PLANNING PTY LTD
Licence ABN 70129421432
Licence Controlled By MAXMILLIAN FINANCIAL PLANNING PTY LTD
Adviser Start Date 2015-10-02
Appointing Representative Name MAXMILLIAN FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000459314
Appointing Representative ABN 70129421432
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • YONGCHAO YU
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma in financial planning TMA
Masters Degree Accounting Sydney Uni

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000459314 MAXMILLIAN FINANCIAL PLANNING PTY LTD
Licence controlled by: MAXMILLIAN FINANCIAL PLANNING PTY LTD
2015-10-02 - MAXMILLIAN FINANCIAL PLANNING PTY LTD

Licensee Information

Licence Name MAXMILLIAN FINANCIAL PLANNING PTY LTD
Licence Number 000459314
Licence ABN 70129421432

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHI NGAN LAM Maxmillian Financial Planning Pty Ltd Current 2016-03-01
YU CHEN Maxmillian Financial Planning Pty Ltd Current 2015-11-03

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
CHI NGAN LAM Maxmillian Financial Planning Pty Ltd Current 2016-03-01
YU CHEN Maxmillian Financial Planning Pty Ltd Current 2015-11-03

Competitor

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Dataset Information


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.