YI PING WANG
Financial Adviser · Box Hill, VIC
📚 Qualifications & Training
2012 - Master of Professional Accounting (Business Management) - Masters Degree (AQF 9) - University of Tasmania
2013 - Master of Finance - Masters Degree (AQF 9) - University of Tasmania
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Holmesglen Institute
2018 - Marging Lending - Certificate (AQF 1-4) - Western Sydney University
2023 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
2023 - Certified Financial Planning - Professional Designations - FAAA
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
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.