Yaotao Zeng
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001255481
- Location
- Chatswood NSW 2067
- Licensee
- Intergen Capital Pty Ltd (AFSL 528669)
- Authorised since
- 12 February 2025
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce (Accounting), The University of Sydney (2011); Diploma of Financial Planning, Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2014); Self Managed Superannuation Funds, Kaplan Professional (2014); Accredited Listed Product Adviser Program, Kaplan Professional (2017); CFP Certification Program, Financial Planning Association of Australia (2017); Ethics and Professionalism in Financial Advice, Kaplan Professional (2025)
- 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
- Restriction
- Limited to provide advice to wholesale clients.
- Tax (financial) advice
- Yes
- Register status
- Current
About Yaotao Zeng
Yaotao Zeng is a financial adviser in Chatswood, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001255481.
The licensee Yaotao advises under is Intergen Capital Pty Ltd (AFS licence 528669). That authorisation dates from 12 February 2025.
The register records 2017 as the year Yaotao first provided financial advice. The qualifications listed for Yaotao include Bachelor of Commerce (Accounting) (The University of Sydney, 2011), Diploma of Financial Planning (Kaplan Professional, 2012) and Advanced Diploma of Financial Planning (Kaplan Professional, 2014). Yaotao is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
The register adds a condition to this authorisation: “Limited to provide advice to wholesale clients.”
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Questions people ask
Is Yaotao Zeng a registered financial adviser?
Yes. Yaotao Zeng is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001255481.
Which licensee does Yaotao Zeng work under?
Intergen Capital Pty Ltd, Australian financial services licence 528669.
What can Yaotao Zeng 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. It also records this restriction: "Limited to provide advice to wholesale clients."