Yan (Emily) Sun
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000406163
- Location
- Sydney NSW 2000
- Licensee
- Perpetual Trustee Company Limited (AFSL 236643)
- Authorised since
- 16 February 2024
- First provided advice
- 2004
- Qualifications
- Bachelor of Finance, La Trobe University (2001); Master of Commerce (Business Information Systems and Finance), University of Sydney (2003); Graduate Diploma of Financial Planning, Financial Services Institute of Australia (Finsia) (2007); Margin Lending and Geared Investments, Kaplan Professional (2011); Cavendish & ICFS Specialist SMSF Course, Cavendish (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Tax and Commercial Law for Financial Planning, Kaplan Professional (2022)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Yan (Emily) Sun
Yan (Emily) Sun is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000406163).
Advice is given under the Australian financial services licence of Perpetual Trustee Company Limited, licence number 236643. That authorisation dates from 16 February 2024.
According to the register, Yan first provided financial advice in 2004. Qualifications and training on file include Bachelor of Finance (La Trobe University, 2001), Master of Commerce (Business Information Systems and Finance) (University of Sydney, 2003) and Graduate Diploma of Financial Planning (Financial Services Institute of Australia (Finsia), 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Yan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Yan (Emily) Sun a registered financial adviser?
Yes. Yan (Emily) Sun is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000406163.
Which licensee does Yan (Emily) Sun work under?
Perpetual Trustee Company Limited, Australian financial services licence 236643.
What can Yan (Emily) Sun 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; managed discretionary account services.