Financial Adviser
· NORTH SYDNEY, NSW
Yi Cai
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272408
About Yi Cai
Yi Cai is a financial adviser based in North Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Yi is currently authorised under Fortnum Advice. Yi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yi's qualifications include a Bachelor of Finance from Australian National University. Yi 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
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Finance
Australian National University
2022
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: class of product only. Managed Investments: within Superannuation only - IDPS excluded. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register