PANBO YE
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2007 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Western Sydney
2010 - Certificate IV in Financial Services (Financial/Mortgage Broking) - - TAFE NSW
2014 - Master of Business Administration - - University of Western Sydney
2016 - Diploma of Financial Planning - FNS50615 - - CPA Australia
2019 - Advanced Diplom of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.