YAOTAO ZENG
Financial Adviser · Dee Why, NSW
📚 Qualifications & Training
2011 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - The University of Sydney
2012 - Diploma of Financial Planning - - Kaplan Professional
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2014 - Self Managed Superannuation Funds - Other - Kaplan Professional
2017 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2017 - CFP Certification Program - - Financial Planning Association of Australia
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.