Financial Adviser
· PARKVILLE, VIC
Paul Kevin So Wan Yuen
No disciplinary history on record with ASIC
PARKVILLE,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003664
About Paul Kevin So Wan Yuen
Paul Kevin So Wan Yuen is a financial adviser based in Parkville, Victoria, with 16 years of experience in the financial services industry since 2010. Paul is currently authorised under The Practice Wealth Management. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a CFP Certification Program from Financial Planning Association of Australia Limited. Paul is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (Accountancy)
Royal Melbourne Institute of Technology
2012
Graduate Diploma of Financial Planning
Kaplan Education Pty Ltd
2014
CFP Certification Program
Financial Planning Association of Australia Limited
2021
FIN60012 Ethics and Client Management
Ethics - Swinburne University of Technology
Registration History
Source: ASIC Financial Advisers Register