ALLAN PHU
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - Bachelor of Engineering - Bachelor Degree (AQF 7) - The University of Melbourne
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Margin Lending - Personal Advice - Certificate (AQF 1-4) - Kaplan Professional
2020 - FPC002B Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - Certified Financial Planner - Professional Designations - Kaplan Professional
2024 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.