Connie Yi - APT Wealth

Paraplanner

Connie Yi_{BFinSc, GDipFP, DipFP}

Sydney

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.

Sign up here to stay up-to-date with market trends, and receive the latest tips and advice on a range of financial planning, lifestyle and investment trends and topics.

General Advice Warning

The information provided on this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. Apt Private Capital is a business name of Apt Wealth Partners. Apt Wealth Partners (AFSL and ACL 436121 ABN 49 159 583 847) and Apt Wealth Home Loans (powered by Smartline ACL 385325) recommends that you obtain professional advice before making any decision in relation to your particular requirements or circumstances.

Connie YiBFinSc, GDipFP, DipFP

Sign up here to stay up-to-date with market trends, and receive the latest tips and advice on a range of financial planning, lifestyle and investment trends and topics.

Connie Yi_{BFinSc, GDipFP, DipFP}