Financial Adviser
· MELBOURNE, VIC
Yanjie Chen
No disciplinary history on record with ASIC
MELBOURNE,
VIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001314122
About Yanjie Chen
Yanjie Chen is a financial adviser based in Melbourne, Victoria. Yanjie is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. Yanjie holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Yanjie's qualifications include a Master of Business Information Technology from Royal Melbourne Institute of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Restrictions: Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
Authorised to provide tax financial advice services
Qualifications and Training
2019
Bachelor of Economics
The University of Queensland
2021
Master of Business Information Technology
Royal Melbourne Institute of Technology
2022
FPC001B Economic and Legal Context for Financial Planning
Kaplan Higher Education Pty Ltd
2023
FPC006 Taxation for Financial Planning
Kaplan Higher Education Pty Ltd
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
Also authorised to provide and deal in Basic deposit products.
Source: ASIC Financial Advisers Register