JINGTAO (MARK) YU
Financial Adviser Ā· Croydon, VIC
š Qualifications & Training
2009 - Master of Information Technology - Masters Degree (AQF 9) - The University of Melbourne
2014 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - CPA Australia
2016 - Advising in SMSFs - Other - CPA Australia
2017 - DFP5v2 Tax for Financial Advising - Other - Kaplan Higher Education Pty Limited
2017 - TASACLv1 Commercial Law - Other - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.