Yan (emily) Sun
PERPETUAL TRUSTEE COMPANY LIMITED · Sydney NSW 2000 · Advising since 2004
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000406163
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- PERPETUAL TRUSTEE COMPANY LIMITED · AFSL 236643Since 16 February 2024
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Derivatives
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Miscellaneous investment products — MDA services
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTFeb 2024 – presentPERPETUAL TRUSTEE COMPANY LIMITED · AFSL 236643
- CEASEDFeb 2022 – Nov 2023INFOCUS SECURITIES AUSTRALIA PTY LTD · AFSL 236523
- CEASEDDec 2017 – Jul 2020AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
- CEASEDOct 2011 – Oct 2017WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDAug 2008 – Aug 2011A.C.N. 133 593 012 PTY LTD · AFSL 331367
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Tax and Commercial Law for Financial Planning
Kaplan Professional · 2022 · Bridging Course - Regulation & Legal Obligations
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2019 · Bridging Course - Ethics
Cavendish & ICFS Specialist SMSF Course
Cavendish · 2013 · Other
Margin Lending and Geared Investments
Kaplan Professional · 2011 · Other
Graduate Diploma of Financial Planning
Financial Services Institute of Australia (Finsia) · 2007 · Graduate Diploma (AQF 8)
Master of Commerce (Business Information Systems and Finance)
University of Sydney · 2003 · Masters Degree (AQF 9)
Bachelor of Finance
La Trobe University · 2001 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Yan (emily) Sun claims the profile.
Reviews
Not yet reviewed
No client has reviewed Yan (emily) Sun on Souffle yet.
Contacting Yan (emily) Sun
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PERPETUAL TRUSTEE COMPANY LIMITED · AFSL 236643
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Yan (emily) Sun claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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