YINGYI CHEN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2008 - Bachelor of Commerce - - University of Western Australia
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Western Australia
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2012 - Master of Finance - - Curtin University
2012 - Master of Finance - Masters Degree (AQF 9) - Curtin University
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - AU Inhouse Assessment - Securities - Other - AUPFS
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.