STEPHANIE YEUNG
Financial Adviser · Wodonga, VIC
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2008 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education
2012 - FNS60404 Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2018 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia FAAA
2018 - Self Managed Superannuation Fund - Other - Mentor Education
2018 - TASACLv2 Commercial Law - Other - Kaplan Professional
2020 - Aged Care Accreditation - Other - Aged Care Gurus
2023 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2023 - Margin Lending Specialist - 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.