CHARLEY WANG
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1995 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - FINSIA
1999 - ADA Level Two re-accreditation - - ASX
2000 - General Securities Representative ( Series 7) Exam - - National Association of Securities Dealers
2001 - Master of Applied Finance - - Melbourne University
2020 - Ethics and Professionalism in Financial Advice - Graduate Diploma (AQF 8) - Kaplan Professional
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.