PAUL PENG YANG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2012 - Master of Finance - Masters Degree (AQF 9) - Curtin University
2012 - Taxation 531 - Other - Curtin University
2014 - Master of Financial Planning - Masters Degree (AQF 9) - Curtin University
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - 5 Unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2022 - Commercial Law - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.