Jillian Yep
Financial Adviser
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About
Jillian Yep is an ASIC-registered financial adviser dedicated to helping individuals and families in Newstead, QLD, and across Australia achieve their financial goals. With a Bachelor of Commerce from Griffith University (1998) and extensive financial services qualifications, including a Graduate Diploma of Financial Planning from Kaplan Professional (2024), Jillian brings a wealth of knowledge and experience to her clients. She is also a proud member of the Financial Advice Association of Australia (FAAA) and registered with the Tax Practitioners Board, ensuring she adheres to the highest ethical and professional standards. Jillian is authorized to provide advice on a broad range of financial products, including superannuation, insurance, and investments. Her expertise allows her to offer comprehensive solutions tailored to each client's unique circumstances and aspirations. She can provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on protecting your family's future, Jillian can provide the expert advice and personalized service you deserve. Contact Jillian today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Jillian Yep offer?
Jillian Yep provides comprehensive financial advice, including superannuation advice, insurance solutions, wealth management strategies, retirement planning, and investment advice. She tailors her advice to meet your unique financial needs and goals.
What are Jillian Yep's qualifications and experience?
Jillian Yep holds a Bachelor of Commerce from Griffith University, a Diploma of Financial Services from Gold Coast Institute of TAFE, an Advanced Diploma of Financial Services from ThreeSixty, Commercial Law qualifications from Kaplan Professional and a Graduate Diploma of Financial Planning from Kaplan Professional. She is also a member of the Financial Advice Association of Australia (FAAA) and registered with the Tax Practitioners Board.
What can I expect during my first consultation with Jillian?
During your initial consultation, Jillian will take the time to understand your financial situation, goals, and concerns. She will then discuss your options and develop a personalized financial plan tailored to your specific needs.
How can Jillian help me with my retirement planning?
Jillian can assist you in developing a comprehensive retirement plan that considers your current financial situation, desired retirement lifestyle, and risk tolerance. She can provide advice on superannuation, investments, and other strategies to help you achieve your retirement goals.
Why should I choose Jillian Yep as my financial adviser?
Jillian is committed to providing her clients with expert advice, personalized service, and ongoing support. Her extensive qualifications, professional memberships, and dedication to ethical practices make her a trusted partner in helping you achieve your financial aspirations.
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