Financial Adviser · WEST PERTH, WA

Tracy Yirong Wan

16 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000344694

Tracy Yirong Wan is a financial adviser based in West Perth, Western Australia, with 16 years of experience in the financial services industry. Tracy is currently authorised under Charter Financial Planning Limited. Tracy 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 Economics from University of Western Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

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

Authorised to provide tax financial advice services

Qualifications and Training

2006

Bachelor of Economics

University of Western Australia

2008

Graduate Certificate in Financial Planning

Financial Services Institute of Australia (FINSIA)

2009

Graduate Diploma of Applied Finance (Financial Planning major)

Financial Services Institute of Australia (FINSIA)

2010

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2010

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2011

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

2025

Tax for Financial Advising

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jun 2016 - Present Current

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