Financial Adviser
· SYDNEY, NSW
Jingjing (catherine) Ye
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001247976
Jingjing (catherine) Ye is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry. Jingjing is currently authorised under Finchley & Kent Pty Ltd. Jingjing 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 Commerce (Accounting) from University of Sydney. Jingjing 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
CLAW3201 Australian Taxation System
University of Sydney
2012
Bachelor of Commerce (Accounting)
University of Sydney
2015
Diplioma of Financial Planning
Integrity Education Group
2016
Advanced Diploma of Financial Planning
Integrity Education Group
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2024
SMSF Association Specialist Accreditation Program
SMSF Association
2025
Aged Care
Kaplan
Registration History
Not authorised to provide advice in SMSFs.
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
IMB FINANCIAL PLANNING LIMITED
Source: ASIC Financial Advisers Register