Financial Adviser
· MELBOURNE, VIC
Stephanie Yeung
No disciplinary history on record with ASIC
MELBOURNE,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001286
About Stephanie Yeung
Stephanie Yeung is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry since 2010. Stephanie is currently authorised under Personal Financial Services. Stephanie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Stephanie's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia FAAA. Stephanie 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
2002
Bachelor of Commerce
The University of Melbourne
2008
FNS50804 Diploma of Financial Services (Financial Planning)
Kaplan Education
2012
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2018
Certified Financial Planner (CFP)
Financial Planning Association of Australia FAAA
2018
Self Managed Superannuation Fund
Mentor Education
2018
TASACLv2 Commercial Law
Kaplan Professional
2020
Aged Care Accreditation
Aged Care Gurus
2023
FPC002B
Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2023
Margin Lending Specialist
Kaplan Professional
Registration History
Excluding LRBA's
Excluding LRBA's
ADVISER NETWORK PTY LTD
BW FINANCIAL ADVICE PTY LIMITED
Not authorised to provide personal advice on Securities; Standard Margin Lending; SMSF.
Source: ASIC Financial Advisers Register