Stephanie Yeung

Financial Adviser

ASIC adviser number:

001001286

Qualifications and training:

2002, Bachelor of Commerce, Bachelor Degree (AQF 7), The University of Melbourne
2008, FNS50804 Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Education
2012, FNS60404 Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Professional Education
2018, Certified Financial Planner (CFP), Professional Designations, Financial Planning Association of Australia FAAA
2018, Self Managed Superannuation Fund, Other, Mentor Education
2018, TASACLv2 Commercial Law, Other, Kaplan Professional
2020, Aged Care Accreditation, Other, Aged Care Gurus
2023, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Professional
2023, Margin Lending Specialist, Other, Kaplan Professional

When adviser first provided advice:

2010

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

491 Smollett St
Melbourne VIC 3000

Website:

http://www.findex.com.au/services/wealth-management

AFS licence holder name:

Personal Financial Services Ltd

AFS licence number:

000234459

Licence controlled by:

Entireti Limited ~ Fortnum Private Wealth Ltd [Date Ceased: 11/12/2024] ~ Australian Unity Limited [Date Ceased: 01/12/2023]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».