Jillian Gai Yep
Financial Adviser in Newstead, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309952
- Location
- Newstead QLD 4006
- Licensee
- Fintech Financial Services Pty Ltd (AFSL 408634)
- Authorised since
- 1 July 2014
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, Griffith University (1998); Diploma of Financial Services, Gold Coast Institute of TAFE (2006); Advanced Diploma of Financial Services, ThreeSixty (2007); Commercial Law, Kaplan Professional (2018); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Jillian Gai Yep
Jillian Gai Yep is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Newstead, Queensland (adviser number 000309952).
The licensee Jillian advises under is Fintech Financial Services Pty Ltd (AFS licence 408634). The current authorisation started on 1 July 2014.
The register records 2007 as the year Jillian first provided financial advice. The qualifications listed for Jillian include Bachelor of Commerce (Griffith University, 1998), Diploma of Financial Services (Gold Coast Institute of TAFE, 2006) and Advanced Diploma of Financial Services (ThreeSixty, 2007). Jillian is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jillian Gai Yep a registered financial adviser?
Yes. Jillian Gai Yep is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309952.
Which licensee does Jillian Gai Yep work under?
Fintech Financial Services Pty Ltd, Australian financial services licence 408634.
What can Jillian Gai Yep 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; derivatives.