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© 2026 My Money Adviser. This directory provides information only and does not constitute financial advice. Data sourced from the ASIC Financial Advisers Register under CC BY 3.0 AU licence.

  1. Home
  2. Australia
  3. Western Australia
  4. Perth
  5. Investment Advisers
  6. SIMON YEO

SIMON YEO

Investment Adviser · Perth, WA

ASIC credentials

ASIC registered

Yes

Adviser number

001001741

Independent

Aligned

Fee-only

No

Clean record

Yes

Service details

Experience

24 years

Product authorisations

Deposit & Payment ProductsGovernment Debentures, Stocks or BondsManaged Investment Schemes (incl IDPS)Retirement Savings Account ProductsSecuritiesStandard Margin Lending Facility

Related guides

How to choose a financial adviserIndependent vs aligned advisersUnderstanding adviser feesHow to check an adviser's ASIC record

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Information is sourced from the ASIC Financial Advisers Register and is provided for reference only. Please verify details directly with the adviser. Fees and availability may change. This listing does not constitute financial advice or a recommendation.

Listing updated 27 February 2026

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