ABOUT ME
Welcome!
Hello! I'm Yi Ping Wang, a dedicated financial planner with 10 years of experience helping individuals and families achieve their financial goals. I hold a Certified Financial Planner (CFP) designation and am SMSF certified. I also have a postgraduate degree in Financial Planning, ensuring that I bring a comprehensive and informed approach to managing your finances.
I believe that financial planning is not just about numbers; it's about understanding your unique goals and aspirations. Whether you're planning for retirement, managing investments, or seeking advice on superannuation, I am committed to providing tailored strategies that align with your needs.
In my spare time, I enjoy playing tennis, socializing with friends, and meeting new people. These activities keep me balanced and energized, enabling me to bring a fresh perspective to my work.
I look forward to the opportunity to work with you and help you navigate your financial journey with confidence and peace of mind.
Licensee Details
Financial Services Guide & Advice Profile
As a licensed financial planner, I operate under the guidance of Lifespan Financial Planning Pty Ltd.
Licensee: Lifespan Financial Planning Pty Ltd
License Number: 229892
Website: lifespanfp.com.au
Our Financial Services Guide (FSG) and Adviser Profile provide essential information about the services we offer.
Services we offer
Deposit and Payment Products
Government Debentures, Stocks or Bonds
Life Products
Managed Investment Schemes
Retirement Savings Account Products
Securities
Superannuation
Margin Lending
Tax (financial) advice services
Aged care advice
Retirement Planning