Yi Wang

Financial Adviser

ASIC adviser number:

001251307

Qualifications and training:

2012, Master of Professional Accounting (Business Management), Masters Degree (AQF 9), University of Tasmania
2013, Master of Finance, Masters Degree (AQF 9), University of Tasmania
2016, Diploma of Financial Planning, Diploma (AQF 5), Holmesglen Institute
2018, Marging Lending, Certificate (AQF 1-4), Western Sydney University
2023, Accredited Aged Care Professional, Professional Designations, Aged Care Steps
2023, Certified Financial Planning, Professional Designations, FAAA
2023, Master of Financial Planning, Masters Degree (AQF 9), Kaplan Professional

When adviser first provided advice:

2017

Membership of professional associations:

Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Continuing Professional Development failure year:

2019

Location:

Camberwell Place, Suite 120, 793 Burke Rd
Camberwell VIC 3124

AFS licence holder name:

Lifespan Financial Planning Pty Ltd

AFS licence number:

000229892

Licence controlled by:

Castleguard Trust

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».