About Yi Ping Wang CFP® — Investrategies360

Yi Ping Wang is a dedicated financial planner with more than 10 years of experience helping individuals and families achieve their financial goals. Yi Ping holds a Certified Financial Planner (CFP®) designation, is SMSF certified, and holds the Certified Investment Management Analyst (CIMA®), Chartered Retirement Planning Counselor (CRPC®), and Accredited Behavioral Finance Professional (ABFP®) certifications. Yi Ping holds a Master of Financial Planning, Master of Finance, Master of Professional Accounting, and Master of Marketing, ensuring that he brings a comprehensive and informed approach to managing your finances.

Yi Ping believes that financial planning is not just about numbers; it is about understanding your unique goals and aspirations. Whether you are planning for retirement, managing investments, or seeking advice on superannuation, he is committed to providing tailored strategies that align with your needs.

Yi Ping’s combination of CFP® and CIMA® qualifications is held by fewer than 50 financial advisers in Australia. Alongside his Junior Development Tennis Coach accreditation and bilingual communication skills, this blend of professional knowledge and people-focused experience helps him bring a thoughtful, approachable perspective to every client relationship. His coaching background has strengthened his ability to listen carefully, build trust, and explain complex ideas clearly — qualities that matter just as much in financial planning as they do on the court.

Yi Ping looks forward to the opportunity to work with you and help you navigate your financial journey with confidence and peace of mind.