AARON TENG BOON WAN

Financial Adviser · Doncaster, VIC

Registered

Registration Number

001306673

Registration Status

Registered

Location

Doncaster, VIC 3108

Providing Advice Since

2024

Registration Date

08/11/2023

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2022 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - Swinburne University of Technology
2025 - Accredited Aged Care Professional Program - Other - Aged Care Steps
2025 - Specialist SMSF Online Course - Other - SuperConcepts

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.