Financial Adviser
· MELBOURNE, VIC
Weijia Yan
No disciplinary history on record with ASIC
MELBOURNE,
VIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001299879
Weijia Yan is a financial adviser based in Melbourne, Victoria, with 2 years of experience in the financial services industry since 2024. Weijia is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Weijia holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Weijia's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2015
Bachelor of Commerce
Monash University
2023
Master of Financial Planning
Kaplan Higher Education Pty Limited
2025
Accredited Aged Care Professional
Aged Care Steps