YUAN GAO
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
2004 - Diploma of Business and Commerce - Diploma (AQF 5) - University of Technology, Sydney
2006 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Unviersity of Tasmania
2016 - Self-Managed Superannuation Funds - Other - AAMC Training Group
2017 - Diploma of Financial Planning - Diploma (AQF 5) - AAMC Training Group
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
Institute of Public Accountants (IPA)
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.