Financial Adviser · SYDNEY, NSW

Jingjing (catherine) Ye

SYDNEY, NSW

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001247976

Currently at

Bluepond Financial Planning

Sydney, NSW (firm address)

View firm profile

About Jingjing (catherine) Ye

Jingjing (catherine) Ye is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Jingjing is currently authorised under Finchley & Kent, operating through Bluepond Financial Planning. Jingjing holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jingjing's qualifications include a Bachelor of Commerce (Accounting) from University of Sydney. Jingjing is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2011

CLAW3201 Australian Taxation System

University of Sydney

2012

Bachelor of Commerce (Accounting)

University of Sydney

2015

Diplioma of Financial Planning

Integrity Education Group

2016

Advanced Diploma of Financial Planning

Integrity Education Group

2024

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2024

SMSF Association Specialist Accreditation Program

SMSF Association

2025

Aged Care

Kaplan

Registration History

Finchley & Kent Pty Ltd

Mar 2025 - Present Current

AIA Financial Services Pty Limited

Jun 2022 - Oct 2024 Ceased

Not authorised to provide advice in SMSFs.

Australia And New Zealand Banking Group Limited

Nov 2017 - Oct 2018 Ceased

Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.

IMB FINANCIAL PLANNING LIMITED

Sep 2016 - Aug 2017 Ceased

Akumin Financial Planning Pty Limited

Mar 2016 - Aug 2016 Ceased

Alpha Investment Management Pty Ltd

Apr 2015 - Dec 2015 Ceased

Source: ASIC Financial Advisers Register