AMANDA FONG

Financial Adviser · Melbourne, VIC

Registered

Registration Number

001005930

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

1999

Registration Date

01/04/2019

Financial Services Licensee

ESCALA WEALTH MANAGEMENT PTY LTD

Licence #000456207

📚 Qualifications & Training

1988 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
1993 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2002 - SDIA Accreditation Program RG146 - Certificate (AQF 1-4) - Deakin & SDIA
2010 - Professional Diploma in Stockbroking - Professional Designations - Stockbrokers and Financial Advisers Association (SAFAA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited

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.