Financial Adviser
· RINGWOOD, VIC
Yue Huang
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272461
Yue Huang is a financial adviser based in Ringwood, Victoria, with 8 years of experience in the financial services industry. Yue is currently authorised under Lifespan Financial Planning Pty Ltd. Yue 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 Accounting from University of Melbourne. Yue is a member of CPA Australia (CPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
2011
Master of Accounting
University of Melbourne
2015
CPA Program
CPA Australia
2016
Diploma of Financial Planning
CPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Introduction to Self Managed Superannuation Funds
Kaplan Professional
2025
Client Engagement Skills
Behavioural Finance - Kaplan
Registration History
This adviser is not authorised to provide advice on self managed superannuation funds, gearing, or credit.
Source: ASIC Financial Advisers Register