Regulatory information
Compliance & Licensing
Investrategies360 operates with full transparency and in accordance with Australian financial services regulations.
Our Licensee
Yi Ping Wang is an Authorised Representative of Lifespan Financial Planning Pty Ltd, which holds an Australian Financial Services Licence (AFSL). All financial advice provided through Investrategies360 is delivered under this licence.
Authorised Representative
Yi Ping Wang is registered as an Authorised Representative under the Lifespan Financial Planning licence, operating through Investrategies360 Pty Ltd.
Important Documents
Before engaging our services, please read the following documents carefully. These provide important information about the services we offer, our obligations to you, and how we are remunerated.
Financial Services Guide (FSG)
The FSG outlines the financial services we are authorised to provide, how we charge for our services, and how we handle complaints.
Open FSG (PDF)Adviser Profile
The Adviser Profile provides details about Yi Ping Wang's qualifications, experience, and the specific services she is authorised to provide.
Open Adviser Profile (PDF)Privacy Policy
Our Privacy Policy explains how we collect, use, and protect your personal information in accordance with the Privacy Act 1988.
Statement of Advice (SOA)
A Statement of Advice will be provided to you when personal financial advice is given, outlining the advice, the basis for it, and any fees or commissions.
General Advice Disclaimer
Any information provided on this website is general in nature and does not take into account your personal financial situation, needs, or objectives. Before acting on any information, you should consider whether it is appropriate for your circumstances and seek professional financial advice. Past performance is not a reliable indicator of future performance.
Have a question?
If you have any questions about our licensing, compliance obligations, or the documents listed above, please don't hesitate to get in touch.
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