Financial Adviser · CAMBERWELL, VIC

Yi Ping Wang

9 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001251307

Yi Ping Wang is a financial adviser based in Camberwell, Victoria, with 9 years of experience in the financial services industry. Yi is currently authorised under Lifespan Financial Planning Pty Ltd. Yi 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 Professional Accounting (Business Management) from University of Tasmania. Yi is a member of Association of Independently Owned Financial Professionals (AIOFP) 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2012

Master of Professional Accounting (Business Management)

University of Tasmania

2013

Master of Finance

University of Tasmania

2016

Diploma of Financial Planning

Holmesglen Institute

2018

Marging Lending

Western Sydney University

2023

Accredited Aged Care Professional

Aged Care Steps

2023

Certified Financial Planning

FAAA

2023

Master of Financial Planning

Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd

Mar 2020 - Present Current

Synchron Advice Pty Ltd

Jun 2018 - Mar 2020 Ceased

Akumin Financial Planning Pty Limited

Jul 2017 - May 2018 Ceased

Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Jan 2017 - Jun 2017 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register