ANH TRI VICTORY VU
Financial Adviser Β· Dulwich, SA
π Qualifications & Training
2005 - Bachelor of Finance - - The University of Adelaide
2008 - Diploma of Financial Services (Financial Planning) - - Mentor Education - PS146 Training Australia
2011 - Advance Diploma of Financial Services (Financial Planning) - - Mentor Education - RG146 Training Australia
2014 - Certified Financial Planner - - Financial Planning Association of Australia (FPA)
2015 - Certified Financial Strategist - - Association of Independently Owned Financial Professionals (AIOFP)
π’ Professional Memberships
Association of Independently Owned Financial Professionals (AIOFP)
Financial Advice Association of Australia (FAAA)
βΉοΈ 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.