JOBBE YU
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2014 - Master of Commerce (Finance) - Masters Degree (AQF 9) - Macquarie Unviversity
2015 - Diploma of Finance and Mortgage Broking Management - - Kaplan Professional
2015 - Diploma of Financial Planning - - Kaplan Professional
2015 - Securities and Managed Investments - - Kaplan Professional
2017 - Self Managed Super Fund - - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.