Jian Yi Lao
Financial Adviser in Florey, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004382
- Location
- Florey ACT 2615
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 8 December 2020
- First provided advice
- 2008
- Qualifications
- Bachelor of Commerce, The Australian National University (2001); Diploma of Financial Services (Financial Planning 550804), Kaplan (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); SMSF, SuperConcepts (2015); FPC002B, Kaplan Professional (2020); ALPA, Kaplan (2021)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jian Yi Lao
Jian Yi Lao is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Florey, Australian Capital Territory (adviser number 001004382).
The licensee Jian advises under is Fortnum Advice Pty Ltd (AFS licence 519190). The current authorisation started on 8 December 2020.
The register records 2008 as the year Jian first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The Australian National University, 2001), Diploma of Financial Services (Financial Planning 550804) (Kaplan, 2006) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008).
Jian is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jian Yi Lao a registered financial adviser?
Yes. Jian Yi Lao is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004382.
Which licensee does Jian Yi Lao work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can Jian Yi Lao give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.