Financial Adviser · PERTH, WA

Simon Yeo

PERTH, WA
24 Years experience
ASIC Registered · ADV 001001741
Currently at
Perth, WA (firm address)

Simon Yeo is a financial adviser based in Perth, Western Australia, with 24 years of experience in the financial services industry since 2002. Simon is currently authorised under Euroz Hartleys Limited, operating through Euroz Hartleys. Simon holds authorisations to advise on managed investments, securities, deposit products and government bonds. Simon's qualifications include a Bachelor of Commerce from University of Western Australia.

Authorised to Advise On

Managed Investments Securities Deposit Products Government Bonds Margin Lending

Qualifications and Training

1991
Bachelor of Commerce
University of Western Australia
2002
Diploma of Financial Advising
Securities Institute of Australia
2002
PS146 Generic & Securities
Securities Institute of Australia

Registration History

Apr 2021 - Present Current
EUROZ HARTLEYS SECURITIES PTY LTD
Mar 2004 - Jun 2021 Ceased

Source: ASIC Financial Advisers Register