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Yun Sun

Name
Yun Sun
ID
1002652
ABN
First Provided Advice
2011

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy
  • Advanced Diploma of Financial Planning - Pinnacle Financial Services Academy
  • CFP Certification Program - FPA
  • CFP Certification Program - FPA
  • Diploma of Financial Services (Financial Planning) - Mentor Education
  • Diploma of Financial Services (Financial Planning) - Mentor Education
  • Ethics & Professionalism in Financial Advice - Kaplan
  • Ethics & Professionalism in Financial Advice - Kaplan
  • Self-Managed Superannuation Funds - Pinnacle Financial Services Academy
  • Self-Managed Superannuation Funds - Pinnacle Financial Services Academy

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Planning Association of Australia (FPA)
  • Financial Planning Association of Australia (FPA)

Licencee

Status
Current
Licence Holder
Synchronised Business Services Pty ltd (#243313)
Commenced
June 5, 2017

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
March 31, 2011
Ceased
March 14, 2014
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
March 18, 2016
Ceased
June 2, 2017
Status
Ceased
Licence Holder
Hsbc Bank Australia Limited (#232595)
Commenced
April 30, 2014
Ceased
Jan. 29, 2016