Financial Adviser · BURWOOD, NSW

Yi An Cheng

BURWOOD, NSW

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000233577

Currently at

Oc Finance & Insurance

Melbourne, VIC (firm address)

View firm profile

Yi An Cheng is a financial adviser based in Burwood, New South Wales, with 23 years of experience in the financial services industry since 2003. Yi is currently authorised under Capstone Financial Planning, operating through Oc Finance & Insurance. Yi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yi's qualifications include a Master of Financial Planning from The University of New South Wales.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

International Institute of Technology

2010

Self Managed Superannuation

Kaplan Professional

2011

Advanced Diploma of Financial Services (Financial Planning)

International Institute of Technology

2014

Certificate IV in General Insurance

Kaplan Professional Education

2023

Master of Financial Planning

The University of New South Wales

Registration History

Capstone Financial Planning Pty Ltd

Nov 2020 - Present Current

This authorised representative is only authorised to give class of product advice in relation to Securities.

Akumin Financial Planning Pty Limited

Dec 2013 - Nov 2020 Ceased

AON HEWITT FINANCIAL ADVICE LIMITED

Oct 2010 - Jan 2012 Ceased

Akumin Financial Planning Pty Limited

Jun 2009 - Dec 2013 Ceased

AIA Financial Services Pty Limited

Jul 2005 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register