Financial Adviser
· MELBOURNE, VIC
Yan Sun
No disciplinary history on record with ASIC
MELBOURNE,
VIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234896
Yan Sun is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry since 2013. Yan is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Yan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yan'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
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Management and Arts
Monash University
2016
Advanced Diploma of Financial Planning
Kaplan Professional Education
2016
Certificate IV in Finance and Mortgage Broking
Integrity Education Group
2017
Tier 1 Margin Lending Personal Advice
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register