Financial Adviser
· DAISY HILL, QLD
Ling Erin Yi
No disciplinary history on record with ASIC
DAISY HILL,
QLD
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007272
About Ling Erin Yi
Ling Erin Yi is a financial adviser based in Daisy Hill, Queensland, with 14 years of experience in the financial services industry since 2012. Ling is currently authorised under Australian Mortgage And Financial Advisers, operating through Sycamore Financial Advisory. Ling holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ling's qualifications include a Master of Commerce (Financial Planning) from Griffith University.
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
2009
Bachelor of Commerce (Accounting)
Griffith University
2011
Master of Commerce (Financial Planning)
Griffith University
2021
SMSF Accreditation
Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
*MDA Services are restricted under supervision of David Bannister, representative and Principal, SIRA Group Pty Ltd AFSL 278423, until 18 January 2025.
Source: ASIC Financial Advisers Register