Data sourced from ASIC Financial Advisers Register
Financial Adviser · SYDNEY, NSW

Yilian Elaine Zhao

14 Years experience
Tax advice
authorised
Currently at
Finchley & Kent Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001004102

Yilian Elaine Zhao is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Yilian is currently authorised under Finchley & Kent Pty Ltd. Yilian 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 Major in Finance from University of Sydney. Yilian is a member of Chartered Financial Analyst Institute (CFA Institute) and 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

2007
Bachelor of Financial Management
NanKai University
2009
Master of Commerce Major in Finance
University of Sydney
2009
Master of Professional Accounting
University of Sydney
2014
Advanced Diploma of Financial Services
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Finchley & Kent Pty Ltd
Jan 2025 - Present Current
Commonwealth Private Limited
Sep 2018 - Nov 2024 Ceased
Commonwealth Financial Planning Limited
May 2012 - Jun 2018 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register