CHANTHY OEUR

Financial Adviser ยท Geelong, VIC

Registered

Registration Number

001006164

Registration Status

Registered

Location

Geelong, VIC 3220

Providing Advice Since

2006

Registration Date

28/11/2016

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2004 - Certificate of Superannuation Management - Certificate (AQF 1-4) - ASFA
2006 - Certified Financial Planner (CFP) - Professional Designations - FPA
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

๐Ÿข Professional Memberships

Association of Superannuation Funds Australia (ASFA)
Australian Institute of Superannuation Trustees (AIST)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.