Financial Adviser
· SYDNEY, NSW
Yan (emily) Sun
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000406163
Yan (emily) Sun is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Yan is currently authorised under Perpetual Trustee Company Limited. Yan 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 Master of Commerce (Business Information Systems and Finance) from University of Sydney. Yan 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
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Finance
La Trobe University
2003
Master of Commerce (Business Information Systems and Finance)
University of Sydney
2007
Graduate Diploma of Financial Planning
Financial Services Institute of Australia (Finsia)
2011
Margin Lending and Geared Investments
Kaplan Professional
2013
Cavendish & ICFS Specialist SMSF Course
Cavendish
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Tax and Commercial Law for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
Registration History
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
A.C.N. 133 593 012 PTY LTD
Source: ASIC Financial Advisers Register