Yue Leng
Financial Adviser
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About
Yue Leng is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Yue holds a Master of Education from Queensland University of Technology (2011), a Diploma of Financial Planning from Mentor Education (2017), and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2022). As a member of the Financial Advice Association of Australia (FAAA), Yue adheres to the highest ethical and professional standards. Yue is authorized to provide advice on a wide range of financial products, ensuring clients receive well-rounded guidance for their unique circumstances. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Yue can help. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice, including Investment Life Insurance, Life Risk Insurance and Securities • Retirement Savings Accounts • Government Debt Securities With a client-focused approach, Yue takes the time to understand your individual needs and aspirations, developing personalized strategies to help you achieve financial security and peace of mind. Ready to take control of your financial future? Contact Yue today to schedule a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Yue Leng offer?
Yue Leng provides comprehensive financial advice, including superannuation, insurance, wealth management, retirement planning, and investment strategies, tailored to your individual needs and goals.
What qualifications does Yue Leng have?
Yue Leng holds a Master of Education, a Diploma of Financial Planning, and a Graduate Diploma of Financial Planning. Yue is also a member of the Financial Advice Association of Australia (FAAA).
How does Yue Leng approach financial planning?
Yue Leng focuses on understanding your unique circumstances and financial goals to develop personalized strategies that help you achieve financial security and peace of mind. The process involves a thorough assessment of your current situation, goal setting, strategy development, implementation, and ongoing review.
What can I expect during my first meeting with Yue Leng?
During your initial consultation with Yue Leng, you can expect a friendly and informative discussion about your financial situation, goals, and concerns. This meeting will help Yue understand your needs and determine how best to assist you in achieving your financial objectives. There's no obligation to proceed after the initial consultation.
Why is it important to seek advice from an ASIC-registered financial advisor?
Seeking advice from an ASIC-registered financial advisor like Yue Leng ensures you are working with a qualified professional who is bound by ethical and legal obligations to act in your best interests. This provides you with confidence and protection when making important financial decisions.
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