JANET YEUNG
Financial Adviser · Mona Vale, NSW
📚 Qualifications & Training
2007 - Advanced Diploma of Financial Servies (Financial Planning) - - Tribeca
2010 - Estate Planning - - University of Technology Sydney
2010 - Master of Commerce (Financial Planning) - - University of Western Sydney
2013 - Fellow, Chartered Financial Practitioner (FChFP) - - AFA
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
The Mortgage & Finance Association of Australia (MFAA)
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.