Financial Adviser · SYDNEY, NSW

Yilian Elaine Zhao

SYDNEY, NSW

14 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004102

Currently at

Sun Foster

Sydney, NSW (firm address)

View firm profile

About Yilian Elaine Zhao

Yilian Elaine Zhao is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry since 2012. Yilian is currently authorised under Finchley & Kent, operating through Sun Foster. Yilian holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Yilian's qualifications include a Master of Commerce Major in Finance from University of Sydney. Yilian is a member of Chartered Financial Analyst Institute (CFA Institute) and 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

2007

Bachelor of Financial Management

NanKai University

2009

Master of Commerce Major in Finance

University of Sydney

2009

Master of Professional Accounting

University of Sydney

2014

Advanced Diploma of Financial Services

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Finchley & Kent Pty Ltd

Jan 2025 - Present Current

Commonwealth Private Limited

Sep 2018 - Nov 2024 Ceased

Commonwealth Financial Planning Limited

May 2012 - Jun 2018 Ceased

Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register