Financial Adviser
· NEWSTEAD, QLD
Jillian Gai Yep
No disciplinary history on record with ASIC
NEWSTEAD,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000309952
Licensee
Fortitude Valley, QLD (licence address on ASIC register)
About Jillian Gai Yep
Jillian Gai Yep is a financial adviser based in Newstead, Queensland, with 19 years of experience in the financial services industry since 2007. Jillian is currently authorised under Fintech Financial Services. Jillian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jillian's qualifications include a Bachelor of Commerce from Griffith University. Jillian is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
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
1998
Bachelor of Commerce
Griffith University
2006
Diploma of Financial Services
Gold Coast Institute of TAFE
2007
Advanced Diploma of Financial Services
ThreeSixty
2018
Commercial Law
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional