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 @ Priority Advisory Group
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2020 - now Financial Adviser @ TLH Probity Pty Ltd
2018 - 2020 Associate Adviser @ Thirdview Financial Planning

2017 - 2018 Client Service Officer @ Bongiorno & Partners (NSW) Pty Ltd
2016 - 2017 Relationship and Services Associate @ Local Government Super
2014 - 2015 Business Development Executive @ NAB
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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

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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

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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 1 emails on RocketReach.

Yi Cai Emails

Found 1 emails

@tlhprobity.com.au

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Top Priority Advisory Group Employees

Zvi Teichtahl

Chief Executive Officer at Priority Advisory Group

New South Wales, Australia
2
- priorityag.com.au
- gmail.com
1
- +61 2 9415 XXXX
Chris Fitzgerald

Senior Financial Advisor at Priority Advisory Group

Sydney, NSW, AU
2
- gmail.com
- priorityag.com.au
2
- +61 423 832XXXX
- +61 423 832XXXX
Kieren Gdipfp

Senior Financial Adviser at Priority Advisory Group

Chatswood West, NSW, AU
2
- hotmail.com
- priorityag.com.au
Khrishelle Ann Santillan

Client Service Manager at Priority Advisory Group

Sydney, NSW, AU
1
- priorityag.com.au
Alissia Denly

Financial Adviser at Priority Advisory Group

None
1
- priorityag.com.au
Nicole Hermann

Manager - Finance, Operations and Client Service at Priority Advisory Group

Australia
2
- priorityplanners.com.au
- priorityag.com.au
Manasi Shankar

Client Services Manager at Priority Advisory Group

Sydney, NSW, AU
2
- gmail.com
- priorityag.com.au
Daniel Clarke

Head of Advice at Priority Advisory Group

Sydney, NSW, AU
1
- priorityag.com.au

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