GRAHAM BERNARD YON
Financial Adviser · Penrith, NSW
📚 Qualifications & Training
2005 - Bachelor Business (Applied Finance) - Bachelor Degree (AQF 7) - Western Sydney University
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Limited
2017 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Limited
2019 - 5 Unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.