Janet Yeung MCom(FinPlan), FChFP

Financial Adviser

To serve, not to be served.

Janet’s calm, methodical approach and genuine client care stands out amongst her peers and clients in the financial services industry. With over 40 years of experience in the banking and financial services industry, Janet specialises in implementing and managing innovative investment strategies and comprehensive debt and mortgage solutions for our clients.

Janet likes travelling and sightseeing to keep her mind open. Her favourite exercise is Tai Chi which gives her plenty of energy to play with her grandchildren.

ASIC Representative Number – 000328958

Janet is licensed to give advice in the following areas:

  • Deposit and Payment Products – Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Investment Life Insurance Products
  • Life Risk Insurance Products
  • Managed Investment Schemes, including IDPS and MDA services
  • Retirement Savings Account Products
  • Securities
  • Superannuation – All
  • Standard Margin Lending Facility

Credit Representative Number – 408155

Janet is a member of the Mortgage & Finance Association of Australia (MFAA)