CHI VIVI CHEN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2010 - Corporations and Business Associations Law - Other - University of NSW
2010 - Taxation Law - Other - University of NSW
2011 - Masters of Professional Accounting (Extension) - Masters Degree (AQF 9) - University of New South Wales
2017 - RG146 Compliance and the SMSF Association SSA Examination - - University of Adelaide
2018 - Diploma of Financial Planning - - International Institute of Technology
2025 - FPC002B Ethics and Professionalism in Financial Advice. - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.