Yun Sun
Financial Adviser in Glen Waverley, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002652
- Location
- Glen Waverley VIC 3150
- Licensee
- Australian Mortgage and Financial Advisers Pty Ltd (AFSL 389206)
- Authorised since
- 26 July 2024
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Education (2008); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2014); Self-Managed Superannuation Funds, Pinnacle Financial Services Academy (2015); CFP Certification Program, FPA (2017); Ethics & Professionalism in Financial Advice, Kaplan (2019)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Yun Sun
Yun Sun is a financial adviser in Glen Waverley, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 001002652.
Advice is given under the Australian financial services licence of Australian Mortgage and Financial Advisers Pty Ltd, licence number 389206. That authorisation dates from 26 July 2024.
According to the register, Yun first provided financial advice in 2011. The qualifications listed for Yun include Diploma of Financial Services (Financial Planning) (Mentor Education, 2008), Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy, 2014) and Self-Managed Superannuation Funds (Pinnacle Financial Services Academy, 2015). Yun is recorded as a member of Financial Advice Association of Australia (FAAA).
Yun 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 Yun Sun a registered financial adviser?
Yes. Yun Sun is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002652.
Which licensee does Yun Sun work under?
Australian Mortgage and Financial Advisers Pty Ltd, Australian financial services licence 389206.
What can Yun 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.