Financial Adviser · MELBOURNE, VIC

Yiren Wu

8 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001270216

Yiren Wu is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Yiren is currently authorised under Lifespan Financial Planning Pty Ltd. Yiren 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd. Yiren 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

Restrictions: The adviser is restricted from providing personal advice on Self-Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2018

Diploma of Financial Planning

International Institute of Technology

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Lifespan Financial Planning Pty Ltd

Oct 2019 - Present Current

The adviser is restricted from providing personal advice on Self-Managed Superannuation Funds (SMSF)

AON HEWITT FINANCIAL ADVICE LIMITED

Dec 2018 - Oct 2019 Ceased

Authorised Representative is restricted to providing financial advice and dealing only in relation to Deposit and Payment Products, Life Products including (a) investment life insurance products and (b) life risk insurance products, Interest in Managed Investment Schemes including IDPS, Securities, Retirement Savings (RSA) products and Superannuation.

Source: ASIC Financial Advisers Register