Data sourced from ASIC Financial Advisers Register
Financial Adviser · BARTON, ACT

Shirley Yue Yang

11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001007111
Currently at
Akumin Financial Planning
Sydney, NSW
View firm profile

Shirley Yue Yang is a financial adviser based in Barton, Australian Capital Territory, with 11 years of experience in the financial services industry since 2015. Shirley is currently authorised under Akumin Financial Planning. Shirley holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shirley's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2016
Margin Lending
Integrity Education Group
2016
Tax for Financial Advising
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Apr 2026 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Westpac Banking Corporation
Nov 2016 - Aug 2017 Ceased
Excluding Self Managed Superannuation Funds
Akumin Financial Planning Pty Limited
Apr 2015 - Sep 2016 Ceased
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register