Financial Adviser
· MELBOURNE, VIC
Yanyu Zhao
No disciplinary history on record with ASIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001307769
Yanyu Zhao is a financial adviser based in Melbourne, Victoria. Yanyu is currently authorised under First Financial Pty Ltd. Yanyu 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 Master of Finance from Curtin University of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Margin Lending & Derivatives
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Medical Science
The University of Sydney
2016
Master of Finance
Curtin University of Technology
2023
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
2023
FPC006 Taxation for Financial Planning
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2024
SMSF Regulations and Taxation
Kaplan Professional