Financial Adviser · CHATSWOOD, NSW

Yaotao Zeng

9 Years experience

Tax advice
authorised

Currently at

Chatswood, NSW

View firm profile

ASIC Registered · ADV 001255481

Yaotao Zeng is a financial adviser based in Chatswood, New South Wales, with 9 years of experience in the financial services industry. Yaotao is currently authorised under Intergen Capital Pty Ltd. Yaotao 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 CFP Certification Program from Financial Planning Association of Australia. Yaotao is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Limited to provide advice to wholesale clients.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Commerce (Accounting)

The University of Sydney

2012

Diploma of Financial Planning

Kaplan Professional

2014

Advanced Diploma of Financial Planning

Kaplan Professional

2014

Self Managed Superannuation Funds

Kaplan Professional

2017

Accredited Listed Product Adviser Program

Kaplan Professional

2017

CFP Certification Program

Financial Planning Association of Australia

2025

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Intergen Capital Pty Ltd

Feb 2025 - Present Current

Limited to provide advice to wholesale clients.

Ri Advice Group Pty Ltd

Jun 2017 - Feb 2025 Ceased

Source: ASIC Financial Advisers Register