Financial Adviser
· CROYDON, VIC
Jingtao (mark) Yu
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242507
Jingtao (mark) Yu is a financial adviser based in Croydon, Victoria, with 10 years of experience in the financial services industry. Jingtao is currently authorised under Interprac Financial Planning Pty Ltd. Jingtao 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 Information Technology from The University of Melbourne. Jingtao 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2009
Master of Information Technology
The University of Melbourne
2014
Diploma of Financial Planning FNS50611
CPA Australia
2016
Advising in SMSFs
CPA Australia
2017
DFP5v2 Tax for Financial Advising
Kaplan Higher Education Pty Limited
2017
TASACLv1 Commercial Law
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
MERITUM FINANCIAL GROUP PTY LTD
Government Debentures or Stocks or Bonds: Class of product only. Securities: Class of product only.
Source: ASIC Financial Advisers Register