Financial Adviser
· GLEN WAVERLEY, VIC
Yun Sun
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002652
Yun Sun is a financial adviser based in Glen Waverley, Victoria, with 15 years of experience in the financial services industry. Yun is currently authorised under Australian Mortgage And Financial Advisers Pty Ltd. Yun 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 CFP Certification Program from FPA. Yun 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Mentor Education
2014
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2015
Self-Managed Superannuation Funds
Pinnacle Financial Services Academy
2017
CFP Certification Program
FPA
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan