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  3. Kam Chuen Yuen

Kam Chuen Yuen

Name
Kam Chuen Yuen
ID
324387
ABN
–
First Provided Advice
2008

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2006 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - The University of Sydney
  • 2008 - Diplona of Financial Services (Financial Planning) - - Kaplan
  • 2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
  • 2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
  • 2015 - Self Managed Superannuation Funds - - Kaplan Professional Education
  • 2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CPA Australia (CPA)
  • Financial Advice Association of Australia (FAAA)
  • Taxation Institute Of Australia

Licencee

Status
Ceased
Licence Holder
Synchron Advice Pty Ltd (#243313)
Commenced
Aug. 31, 2015
Ceased
March 23, 2022
Status
Current
Licence Holder
Intergen Capital Pty ltd (#528669)
Commenced
March 24, 2022

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Magnitude Group Pty Ltd (#221557)
Commenced
April 29, 2014
Ceased
Aug. 31, 2015
Status
Ceased
Licence Holder
Premium Wealth Management Pty Ltd (#237498)
Commenced
April 15, 2008
Ceased
March 31, 2014