Financial Adviser
· BRISBANE CITY, QLD
Yuan Gao
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261855
Yuan Gao is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry. Yuan is currently authorised under Wealth Today Pty Ltd. Yuan 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 from Unviersity of Tasmania. Yuan is a member of Institute of Public Accountants (IPA).
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
2004
Diploma of Business and Commerce
University of Technology, Sydney
2006
Bachelor of Commerce
Unviersity of Tasmania
2016
Self-Managed Superannuation Funds
AAMC Training Group
2017
Diploma of Financial Planning
AAMC Training Group
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register