Yilian Elaine Zhao
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004102
- Location
- Sydney NSW 2000
- Licensee
- Finchley & Kent Pty Ltd (AFSL 555169)
- Authorised since
- 31 January 2025
- First provided advice
- 2012
- Qualifications
- Bachelor of Financial Management, NanKai University (2007); Master of Commerce Major in Finance, University of Sydney (2009); Master of Professional Accounting, University of Sydney (2009); Advanced Diploma of Financial Services, Kaplan Professional (2014); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Chartered Financial Analyst Institute (CFA Institute); 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Yilian Elaine Zhao
Yilian Elaine Zhao is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001004102.
The licensee Yilian advises under is Finchley & Kent Pty Ltd (AFS licence 555169). That authorisation dates from 31 January 2025.
The register records 2012 as the year Yilian first provided financial advice. Qualifications and training on file include Bachelor of Financial Management (NanKai University, 2007), Master of Commerce Major in Finance (University of Sydney, 2009) and Master of Professional Accounting (University of Sydney, 2009). Yilian is recorded as a member of Chartered Financial Analyst Institute (CFA Institute) and Financial Advice Association of Australia (FAAA).
Yilian 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 Yilian Elaine Zhao a registered financial adviser?
Yes. Yilian Elaine Zhao is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004102.
Which licensee does Yilian Elaine Zhao work under?
Finchley & Kent Pty Ltd, Australian financial services licence 555169.
What can Yilian Elaine Zhao 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.