Financial Adviser · SOUTH YARRA, VIC

Yin Chin Choo

15 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000404962

Yin Chin Choo is a financial adviser based in South Yarra, Victoria, with 15 years of experience in the financial services industry. Yin is currently authorised under Lifespan Financial Planning Pty Ltd. Yin 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 Bachelor of Business (Accounting) from Monash University. Yin 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 Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business (Accounting)

Monash University

2005

Bachelor of Computing

Monash University

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2014

Certificate IV in Finance and Mortgage Broking

The National Finance Institute

Registration History

Lifespan Financial Planning Pty Ltd

Sep 2023 - Present Current

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

Akumin Financial Planning Pty Limited

May 2011 - Sep 2023 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register