EEWEN YONG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Bachelor Commerce and Administration - - Victoria University of Wellington
2007 - Diploma of Financial Services (Financial Planning) - - Financial Services Training & Assessment
2010 - Advanced Diploma of Financial Services (Financial Planning) - - Pinnacle Financial Services Academy
2011 - Advanced Diploma of Management - Advanced Diploma (AQF 6) - Auswide Projects
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.