KAM CHUEN YUEN

Licensee: SYNCHRONISED BUSINESS SERVICES PTY LTD

KAM CHUEN YUEN (Adviser# 000324387) 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 August 31, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name KAM CHUEN YUEN
Adviser Number 000324387
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000243313
SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence ABN 33007207650
Adviser Start Date 2015-08-31
Appointing Representative Name SYNCHRONISED BUSINESS SERVICES PTY LTD
Appointing Representative Number 000243313
Appointing Representative ABN 33007207650
Memberships CPA Australia (CPA)
Financial Planning Association of Australia (FPA)
Taxation Institute Of Australia

Authorisations to provide financial product advice

  • KAM CHUEN YUEN
  • ·
  • 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
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma of Financial Services (Financial Planning) Kaplan Professional Education
Bachelor of Commerce University of Sydney
Diplona of Financial Services (Financial Planning) Kaplan
Margin Lending and Geared Investments Kaplan Professional Education
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000243313 SYNCHRONISED BUSINESS SERVICES PTY LTD 2015-08-31 - SYNCHRONISED BUSINESS SERVICES PTY LTD
000221557 MAGNITUDE GROUP PTY LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2014-04-29 - 2015-08-31 COWEALTH PARTNERS PTY. LTD.
000237498 PREMIUM WEALTH MANAGEMENT PTY LTD
Licence controlled by: AUSTRALIAN UNITY PERSONAL FINANCIAL SERVICES LTD
2008-04-15 - 2014-03-31

Licensee Information

Licence Name SYNCHRONISED BUSINESS SERVICES PTY LTD
Licence Number 000243313
Licence ABN 33007207650

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
NICHOLAS JAMES GRIFFITHS Synchronised Business Services Pty Ltd Current 2018-08-30
MARIA GANCI Synchronised Business Services Pty Ltd Current 2018-08-27
TERRY CHRISTOPHER JOHNSON Synchronised Business Services Pty Ltd Current 2018-08-24
ANDREW JAMES WILLARD Synchronised Business Services Pty Ltd Current 2018-08-23
JOSHUA HUMMERSTON Synchronised Business Services Pty Ltd Current 2018-08-23
ADAM CRAIG BOLTON Synchronised Business Services Pty Ltd Current 2018-08-20
DAVID LEWIS DENHAM KERR Synchronised Business Services Pty Ltd Current 2018-08-14
SCOTT JAMES TAYLOR Synchronised Business Services Pty Ltd Current 2018-08-07
RITESH PRASAD Synchronised Business Services Pty Ltd Current 2018-08-03
PAUL GORDON FOYE Synchronised Business Services Pty Ltd Current 2018-08-01

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.