Yuan Gao
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001261855
- Location
- Brisbane City QLD 4000
- Licensee
- Wealth Today Pty Ltd (AFSL 340289)
- Authorised since
- 27 July 2020
- First provided advice
- 2018
- Qualifications
- Diploma of Business and Commerce, University of Technology, Sydney (2004); Bachelor of Commerce, Unviersity of Tasmania (2006); Self-Managed Superannuation Funds, AAMC Training Group (2016); Diploma of Financial Planning, AAMC Training Group (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- Memberships
- Institute of Public Accountants (IPA)
- 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 Yuan Gao
Yuan Gao is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane City, Queensland (adviser number 001261855).
Advice is given under the Australian financial services licence of Wealth Today Pty Ltd, licence number 340289. That authorisation dates from 27 July 2020.
The register records 2018 as the year Yuan first provided financial advice. The qualifications listed for Yuan include Diploma of Business and Commerce (University of Technology, Sydney, 2004), Bachelor of Commerce (Unviersity of Tasmania, 2006) and Self-Managed Superannuation Funds (AAMC Training Group, 2016). Professional memberships recorded: Institute of Public Accountants (IPA).
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.
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Questions people ask
Is Yuan Gao a registered financial adviser?
Yes. Yuan Gao is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001261855.
Which licensee does Yuan Gao work under?
Wealth Today Pty Ltd, Australian financial services licence 340289.
What can Yuan Gao 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.