Financial Adviser · SYDNEY, NSW

Graham Bernard Yon

SYDNEY, NSW

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000438507

Practice

Esencia Wealth

Sydney, NSW (practice address on ASIC register)

Licensed through Esencia Wealth Partners

View practice

About Graham Bernard Yon

Graham Bernard Yon is a financial adviser based in Sydney, New South Wales, with 13 years of experience in the financial services industry since 2013. Graham works at Esencia Wealth, which is licensed through Esencia Wealth Partners. Graham holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Graham's qualifications include a 5 Unit CFP Certification Program from Financial Advice Association of Australia Limited. Graham is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor Business (Applied Finance)

Western Sydney University

2014

Advanced Diploma of Financial Planning

Kaplan Education Pty Limited

2017

Self Managed Superannuation Funds

Kaplan Education Pty Limited

2019

5 Unit CFP Certification Program

Financial Advice Association of Australia Limited

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Esencia Wealth Partners Pty Ltd

Mar 2026 - Present Current

Esencia Wealth Partners Pty Ltd

Jun 2024 - Mar 2026 Ceased

INSIGHT PRIVATE WEALTH PTY LIMITED

Apr 2023 - Jun 2024 Ceased

Matrix Planning Solutions Limited

Mar 2021 - Oct 2021 Ceased

Bridges Financial Services Pty Limited

Nov 2015 - Mar 2021 Ceased

Mercer Financial Advice (Australia) Pty Ltd

Oct 2014 - Nov 2015 Ceased

Restrictions: Margin lending and general advice only in general insurance products.

Akumin Financial Planning Pty Limited

May 2013 - Sep 2014 Ceased

Source: ASIC Financial Advisers Register