Financial Adviser
· ADELAIDE, SA
Yee Wah Hooi-duran
No disciplinary history on record with ASIC
ADELAIDE,
SA
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000342
About Yee Wah Hooi-duran
Yee Wah Hooi-duran is a financial adviser based in Adelaide, South Australia, with 16 years of experience in the financial services industry since 2010. Yee is currently authorised under Bridges Financial Services. Yee holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yee's qualifications include a Certified Financial Planner from Financial Planning Association of Australia Ltd. Yee 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Business (Banking and Finance)
University of South Australia
2006
Master of Business (E-business)
University of South Australia
2010
FN60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2010
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Ltd
2015
Certified Financial Planner
Financial Planning Association of Australia Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2023
Accredited Listed Product Adviser Program
Kaplan Education Pty Ltd