Connie Yi is a Paraplanner within Apt Wealth’s in-house Compliance team.
With more than half a decade’s experience as a paraplanner and remediation case assessor, Connie brings a wealth of knowledge and a deep understanding of the regulatory environment. She particularly enjoys working in the financial advice industry because she loves helping people build wealth and plan for a well-deserved retirement.
Connie holds a Graduate Diploma of Financial Planning.
Outside the office, Connie can be found spending time with her young son and loves getting outdoors to enjoy the stunning scenery in Sydney and surrounds.
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Location: sydney
