Financial Adviser
· MELBOURNE, VIC
Yingyi Chen
No disciplinary history on record with ASIC
13
Years experience
ASIC Registered · ADV 000444767
Yingyi Chen is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Yingyi is currently authorised under Interprac Financial Planning Pty Ltd. Yingyi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Master of Finance from Curtin University.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2008
Bachelor of Commerce
University of Western Australia
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Master of Finance
Curtin University
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2020
AU Inhouse Assessment
Other - AUPFS
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Authorisation does NOT include SMSF's
NEO FINANCIAL SOLUTIONS PTY LTD
Not authorised for Self-Managed Superannuation Funds.
Source: ASIC Financial Advisers Register