Felicity Yingchu Yang
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001245703
- Location
- Melbourne VIC 3004
- Licensee
- Awfp Group Pty Ltd (AFSL 506819)
- Authorised since
- 1 July 2024
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, University of Melbourne (2015); Foundations of Financial Planning Part A: Generic Knowledge, Kaplan (2016); Foundatios of Financial Planning Part B: Financial Planning, Kaplan (2016); Securities & Managed Investments, Kaplan (2016); Ethics & Professionalism in Financial Advice, Kaplan (2020); Graduate Diploma, Kaplan (2020)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Felicity Yingchu Yang
On the Financial Advisers Register kept by ASIC, Felicity Yingchu Yang appears as a current financial adviser in Melbourne, Victoria, adviser number 001245703.
Advice is given under the Australian financial services licence of Awfp Group Pty Ltd, licence number 506819. That authorisation dates from 1 July 2024.
According to the register, Felicity first provided financial advice in 2016. The qualifications listed for Felicity include Bachelor of Commerce (University of Melbourne, 2015), Foundations of Financial Planning Part A: Generic Knowledge (Kaplan, 2016) and Foundatios of Financial Planning Part B: Financial Planning (Kaplan, 2016).
Felicity is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Felicity Yingchu Yang a registered financial adviser?
Yes. Felicity Yingchu Yang is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001245703.
Which licensee does Felicity Yingchu Yang work under?
Awfp Group Pty Ltd, Australian financial services licence 506819.
What can Felicity Yingchu Yang give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.