Financial Adviser · HAWTHORN EAST, VIC

Yu Sang Son

37 Years experience

Tax advice
authorised

Currently at

Brighton, VIC

View firm profile

ASIC Registered · ADV 000248965

Yu Sang Son is a financial adviser based in Hawthorn East, Victoria, with 37 years of experience in the financial services industry. Yu is currently authorised under Spark Advisors Australia Pty Ltd. Yu 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 Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Yu is a member of CFP - Certified Financial Planner (FPA) 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

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2007

Self Managed Superannuation Funds

Tribeca

2013

ASX Listed Products Accreditation Course

LPACOnline

Registration History

Spark Advisors Australia Pty Ltd

Apr 2023 - Present Current

Akumin Financial Planning Pty Limited

Jan 2004 - Apr 2023 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