Financial Adviser · MELBOURNE, VIC

Yazhuo Wang

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270332

Yazhuo Wang is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Yazhuo is currently authorised under Aware Financial Services Australia Limited. Yazhuo holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Master of Finance from The University of Melbourne. Yazhuo is a member of Financial Advice Association of Australia (FAAA).

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

2009
732103 Principles of Business Law
The University of Melbourne
2011
BLAW30002 Taxation Law
The University of Melbourne
2011
Bachelor of Commerce
The University of Melbourne
2014
Diploma of Financial Planning
Mentor Education
2014
Master of Finance
The University of Melbourne
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Nov 2022 - Present Current
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
Aug 2021 - Nov 2022 Ceased
Restricted to providing personal advice to Aware Super members in relation to their interest in Aware Super products only.
VICSUPER PTY LTD
Jan 2020 - Jun 2020 Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Apr 2019 - Nov 2019 Ceased
ADVISER NETWORK PTY LTD
Dec 2018 - Mar 2019 Ceased

Source: ASIC Financial Advisers Register