Paul Yang

AIA Financial Wellbeing

Gold
6 Yrs Experience
Sydney, NSW 2000

Drawing upon a decade-long tenure in the financial services sector, I bring forth an unwavering commitment and expertise as a dedicated Financial Planner. My possession of the Certified Financial Planner (CFP) designation underscores a commitment to upholding elevated standards of ethics, professionalism, and adeptness in financial planning.

Within the realm of academia, I assume the role of a teacher in the Master of Financial Planning, endeavoring to ignite passion and impart knowledge to the upcoming cadre of financial planners. My teachings revolve around strategic planning, retirement planning, and investment methodologies. Concurrently, I actively contribute to the financial planning landscape as an influential figure within the Sydney Chapter Committee at the Financial Advice Association Australia (FAAA). In these capacities, I staunchly champion the best practices and welfare of our profession.

Furthermore, my commitment extends beyond the financial domain. I actively volunteer as a member of the NSW State Emergency Service (SES), dedicating my time and expertise to provide vital emergency assistance and support to the community.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualifications
    • Master of Finance
    • Master of Financial Planning
  • Languages spoken
    • English
    • Mandarin

AIA Financial Wellbeing

Level 21, 1 Market St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

AIA Financial Wellbeing

AFSL 231109