Yu Son
Financial Adviser
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About
Yu Son is an ASIC-registered financial adviser based in Hawthorn East, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2005, and further accreditations in Self Managed Superannuation Funds (Tribeca, 2007) and ASX Listed Products (LPACOnline, 2013), Yu possesses a strong foundation of knowledge and experience to guide you through the complexities of financial planning. As a CFP (Certified Financial Planner) and member of the Financial Advice Association of Australia (FAAA), Yu adheres to the highest ethical and professional standards. Yu is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to optimise your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Retirement planning to ensure a comfortable future Ready to take control of your financial future? Contact Yu Son today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Yu Son provide?
Yu Son specializes in superannuation advice, insurance, wealth management, and retirement planning. He is authorized to advise on a comprehensive range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are Yu Son's qualifications and professional memberships?
Yu Son holds a Diploma of Financial Planning from the FPA, accreditations in Self Managed Superannuation Funds and ASX Listed Products. He is also a CFP (Certified Financial Planner) and a member of the Financial Advice Association of Australia (FAAA).
How does Yu Son approach financial planning with clients?
Yu Son takes a personalized approach to financial planning, working closely with each client to understand their unique circumstances, goals, and risk tolerance. He develops tailored strategies to help clients achieve their financial objectives.
What should I expect during my initial consultation with Yu Son?
During your initial consultation, Yu Son will discuss your current financial situation, future goals, and any concerns you may have. This meeting will help him understand your needs and determine how he can best assist you. It's a great opportunity to ask questions and see if Yu Son is the right fit for you.
How can Yu Son help me with my superannuation?
Yu Son can provide expert advice on all aspects of superannuation, including contribution strategies, investment options, and retirement planning. He can help you optimize your superannuation to maximize your retirement savings and achieve your desired lifestyle in retirement.
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