Financial Adviser
· SYDNEY, NSW
Vera Lin
No disciplinary history on record with ASIC
SYDNEY,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001266123
About Vera Lin
Vera Lin is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. Vera works at Ord Minnett, which is licensed through Ord Minnett Limited. Vera holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Vera's qualifications include a Certified Financial Planner from Financial Advice Association Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce (Finance)
UNSW
2014
ADA 1 & 2
KAPLAN
2014
SUPERANNUATION
DEAKIN
2018
Diploma of Financial Planning
Kaplan
2026
Certified Financial Planner
Financial Advice Association Australia
2026
Master of Financial Planning
Kaplan
2026
SMSF Specialist Advisor
SMSF Association
Registration History
E.L. & C. BAILLIEU PTY LIMITED
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register