Financial Adviser
· FLOREY, ACT
Jian Yi Lao
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004382
Jian Yi Lao is a financial adviser based in Florey, Australian Capital Territory, with 18 years of experience in the financial services industry. Jian is currently authorised under Fortnum Advice Pty Ltd. Jian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from The Australian National University.
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
2001
Bachelor of Commerce
The Australian National University
2006
Diploma of Financial Services (Financial Planning 550804)
Kaplan
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
SMSF
SuperConcepts
2020
FPC002B
Bridging Course - Ethics - Kaplan Professional
2021
ALPA
Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
CHAPEAU PTY LTD AND FIRST CHOICE FINANCIAL SERVICES GROUP PTY LTD
Source: ASIC Financial Advisers Register