HELEN YAU
Financial Adviser · Point Cook, VIC
📚 Qualifications & Training
1999 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2005 - Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - Institute of Chartered Accountants of Australia
2013 - Diploma of Financial Planning - - International Institute of Technology Pty Ltd (IIT)
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2026 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
🏢 Professional Memberships
CA - Chartered Accountants
SMSF Association
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.