JILLIAN GAI YEP
Financial Adviser · Newstead, QLD
📚 Qualifications & Training
1998 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2006 - Diploma of Financial Services - Diploma (AQF 5) - Gold Coast Institute of TAFE
2007 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - ThreeSixty
2018 - Commercial Law - Other - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
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.