YAFENG CAI

Licensee: VIVID FINANCIAL PLANNING PTY LTD

YAFENG CAI (Adviser# 001235992) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 24, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name YAFENG CAI
Adviser Number 001235992
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2012
Financial Service (AFS) Licence Licence# 000478937
VIVID FINANCIAL PLANNING PTY LTD
Adviser Start Date 2018-08-24
Appointing Representative Name VIVID FINANCIAL PLANNING PTY LTD
Appointing Representative Number 000478937
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • YAFENG CAI
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Financial Services Dover Financial Training Pty Ltd
Master of applied commerce in accounting The University of Melbourne
master of business and information technology The University of Melbourne

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000478937 VIVID FINANCIAL PLANNING PTY LTD 2018-08-24 - VIVID FINANCIAL PLANNING PTY LTD
000307248 DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018]
2015-10-01 - 2018-07-06 DOVER FINANCIAL ADVISERS PTY LTD

Licensee Information

Licence Name VIVID FINANCIAL PLANNING PTY LTD
Licence Number 000478937

Competitor

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.