Financial Adviser
· SYDNEY, NSW
Graham Bernard Yon
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000438507
Graham Bernard Yon is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry. Graham is currently authorised under Esencia Wealth Partners Pty Ltd. Graham 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 5 Unit CFP Certification Program from Financial Advice Association of Australia Limited. Graham 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
2005
Bachelor Business (Applied Finance)
Western Sydney University
2014
Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2017
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2019
5 Unit CFP Certification Program
Financial Advice Association of Australia Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
INSIGHT PRIVATE WEALTH PTY LIMITED
Restrictions: Margin lending and general advice only in general insurance products.
Source: ASIC Financial Advisers Register