CHING PONG JEFFREY CHIEN
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
2015 - Chartered Financial Analyst - Professional Designations - CFA Institute
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2018 - DFP5v4 Tax for Financial Advising - Other - Kaplan Education Pty Ltd
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2019 - TASACLv2 Commercial Law - Other - Kaplan Education Pty Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - SMSF Regulations and Taxation - Other - Kaplan Education Pty Ltd
2023 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2025 - Margin Lending Specialist - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
Financial Advice Association of Australia (FAAA)
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.