Financial Adviser
· MELBOURNE, VIC
Felicity Yingchu Yang
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245703
Felicity Yingchu Yang is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry. Felicity is currently authorised under Awfp Group Pty Ltd. Felicity 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 Bachelor of Commerce from University of Melbourne.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce
University of Melbourne
2016
Foundations of Financial Planning Part A: Generic Knowledge
Kaplan
2016
Foundatios of Financial Planning Part B: Financial Planning
Kaplan
2016
Securities & Managed Investments
Kaplan
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
2020
Graduate Diploma
Kaplan