YILIAN ELAINE ZHAO
Financial Adviser · Eveleigh, NSW
📚 Qualifications & Training
2007 - Bachelor of Financial Management - - NanKai University
2009 - Master of Commerce Major in Finance - Masters Degree (AQF 9) - University of Sydney
2009 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Sydney
2014 - Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.