YAN SUN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor of Management and Arts - Bachelor Degree (AQF 7) - Monash University
2016 - Advanced Diploma of Financial Planning - - Kaplan Professional Education
2016 - Certificate IV in Finance and Mortgage Broking - - Integrity Education Group
2017 - Tier 1 Margin Lending Personal Advice - Other - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
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.