SEAN WI-KIONG YEO
Financial Adviser · Newcastle, NSW
📚 Qualifications & Training
2000 - Bachelor of Arts - - Murdoch University
2012 - Diploma of Financial Planning - - Monarch Institute
2013 - Cavendish & ICFS Specialist SMSF Course - - University of Adelaide
2014 - Advanced Diploma of Financial Planning - - Monarch Institute
2018 - Certified Financial Planner - - Financial Planning Association of Australia
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.