CHAN KOW THONG
Financial Adviser · Bella Vista, NSW
📚 Qualifications & Training
1997 - Bachelor of Economics - Bachelor Degree (AQF 7) - Universiti Utara Malaysia
2003 - Diploma of Financial Advising - Diploma (AQF 5) - Securities Institute
2009 - Self Managed Superannuation Funds - Other - Financial Essentials
2010 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2020 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025 - Commercial Law - Other - 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.