FELICITY YINGCHU YANG
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2015 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2016 - Foundations of Financial Planning Part A: Generic Knowledge - Other - Kaplan
2016 - Foundatios of Financial Planning Part B: Financial Planning - Other - Kaplan
2016 - Securities & Managed Investments - Other - Kaplan
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - Graduate Diploma - Graduate Diploma (AQF 8) - Kaplan
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.