Yi Cai Email
Financial Planner @ Priority Advisory Group
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Yi Cai Location
- St Leonards, NSW, AU
Yi Cai Work
- 2026 -now Financial Planner @
- 2020 -now Financial Adviser @
- 2018 -2020 Associate Adviser @ Thirdview Financial Planning
- 2017 -2018 Client Service Officer @
- 2016 -2017 Relationship and Services Associate @
- 2014 -2015 Business Development Executive @
Yi Cai Education
- Kaplan Professional
GDFP (Financial Planning and Services)
2020-2022 - Kaplan Professional
DFP (Financial Planning and Services)
2014-2016 - The Australian National University
Bachelor of Finance (Corporate Finance)
2008-2011 - The Kilmore International School
International Baccalaureate Diploma (Economics/Chinese Mandarin/English/Mathematics/Chemistry/Environmental Studies)
2005-2006
Yi Cai Skills
- Microsoft Office
- Interpersonal Skill
- Teamwork
- Microsoft Word
- PowerPoint
- Research
- Interpreting
- Outstanding interpersonal communication skills
- Relationship Builder With Unsurpassed Interpersonal Skills
- Event Management
- Interpersonal Leadership
- Finance
- Customer Service
- Sales
Yi Cai Summary
- Yi Cai, based in St Leonards, NSW, AU, is currently a Financial Planner at Priority Advisory Group. Yi Cai brings experience from previous roles at TLH Probity Pty Ltd, Thirdview Financial Planning, Bongiorno & Partners (NSW) Pty Ltd and Local Government Super. Yi Cai holds a 2020 - 2022 GDFP in Financial Planning and Services @ Kaplan Professional. With a robust skill set that includes Microsoft Office, Interpersonal Skill, Teamwork, Microsoft Word, PowerPoint and more. Yi Cai has 2 emails on RocketReach.
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