Financial Adviser
· MELBOURNE, VIC
York Au
No disciplinary history on record with ASIC
MELBOURNE,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003357
York Au is a financial adviser based in Melbourne, Victoria, with 18 years of experience in the financial services industry since 2008. York is currently authorised under Lifespan Financial Planning. York holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). York's qualifications include a Certified Financial Panner (CFP) Certification from Financial Planning Association of Australian (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce (Degree with Honours)
University of Melbourne
2004
Diploma of Financial Planning
FPA
2005
Certified Financial Panner (CFP) Certification
Financial Planning Association of Australian (FPA)
2011
Self Managed Superannuation Funds
Kaplan Professional Education
2026
Tax for Financial Advising
Kaplan Professional
Registration History
One off licensee approval is required for all products which are not on the approved product list.
Source: ASIC Financial Advisers Register