Data sourced from ASIC Financial Advisers Register
Financial Adviser · JANDAKOT, WA

Yi Ki Pinky Lam

17 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000334563

Yi Ki Pinky Lam is a financial adviser based in Jandakot, Western Australia, with 17 years of experience in the financial services industry. Yi is currently authorised under Capstone Financial Planning Pty Ltd. Yi 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 Applied Finance from Kaplan Professional. Yi 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 Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Bachelor of Commerce (Accounting & Finance)
University of Sydney
2017
Master of Applied Finance
Kaplan Professional
2019
Self Managed Superannuation Funds
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Accredited Aged Care Professional
Aged Care Steps

Registration History

Capstone Financial Planning Pty Ltd
Jan 2022 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities.
Aia Financial Services Pty Limited
Dec 2021 - Jan 2022 Ceased
Commonwealth Financial Planning Limited
Feb 2019 - Nov 2021 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending
Commonwealth Financial Planning Limited
Jan 2016 - Apr 2018 Ceased
Not authorised to provide personal advice on Securities, Standard Margin Lending
Commonwealth Financial Planning Limited
Feb 2014 - Feb 2015 Ceased
Akumin Financial Planning Pty Limited
Feb 2009 - Apr 2010 Ceased

Source: ASIC Financial Advisers Register