Financial Adviser
· LINDFIELD, NSW
Paul Peng Yang
No disciplinary history on record with ASIC
LINDFIELD,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267742
About Paul Peng Yang
Paul Peng Yang is a financial adviser based in Lindfield, New South Wales, with 8 years of experience in the financial services industry since 2018. Paul is currently authorised under Lionsgate Financial Group. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul's qualifications include a 5 Unit CFP Certification Program from Financial Advice Association of Australia Limited. Paul 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2012
Master of Finance
Curtin University
2012
Taxation 531
Curtin University
2014
Master of Financial Planning
Curtin University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
5 Unit CFP Certification Program
Financial Advice Association of Australia Limited
2022
Commercial Law
Kaplan Professional
Registration History
Not authorised to provide advice in SMSFs.
Not authorised to provide personal advice on Securities, Standard Margin Lending
Source: ASIC Financial Advisers Register