Financial Adviser
· SYDNEY, NSW
Yanling Lin
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003853
Yanling Lin is a financial adviser based in Sydney, New South Wales, with 19 years of experience in the financial services industry. Yanling is currently authorised under Bridges Financial Services Pty Limited. Yanling 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Yanling 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business
University of Technology Sydney (UTS)
2006
FNS50804 Diploma of Financial Services (Financial Planning)
CPA Australia Ltd
2010
5 Unit CFP Certification Program
Financial Planning Association of Australia Limited
2010
Certified Financial Planner
Financial Planning Association of Australia Limited
2010
Self Managed Superannuation Funds
Kaplan Professional Education
2022
Accredited Listed Product Adviser Program
Kaplan Professional Education
2022
FPC002B Ethics & Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register