Financial Adviser
· ST LEONARDS, NSW
Yi Cai
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272408
Yi Cai is a financial adviser based in St Leonards, New South Wales, with 8 years of experience in the financial services industry. Yi is currently authorised under Fortnum Private Wealth Ltd. Yi 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 Finance 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
2011
Bachelor of Finance
The Australian National University
2016
Diploma of Financial Planning
Kaplan
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