YUN SUN
Financial Adviser · Glen Waverley, VIC
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - - Mentor Education
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2014 - Advanced Diploma of Financial Planning - - Pinnacle Financial Services Academy
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2015 - Self-Managed Superannuation Funds - - Pinnacle Financial Services Academy
2015 - Self-Managed Superannuation Funds - Other - Pinnacle Financial Services Academy
2017 - CFP Certification Program - - FPA
2017 - CFP Certification Program - Other - FPA
2019 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.