AIVY NGO
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2008 - SDIA Accreditation Program Assessment - Certificate (AQF 1-4) - Securities & Derivatives Industry Association
2013 - Bachelor of Business (Economics & Finance) - Bachelor Degree (AQF 7) - RMIT
2019 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional Education
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional Education
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.