CINDY EXCELL — Financial Adviser #001008735

Registration Number

001008735

Registration Status

Not Registered

Location

Sydney, NSW 2000

Providing Advice Since

2006

Registration Date

10/09/2018

Financial Services Licensee

COMMONWEALTH PRIVATE LIMITED

Licence #000314018

ABN (Australian Business Number)

66978836867

📚 Qualifications & Training

1999 - Bachelor of Economics (Accounting) - Bachelor Degree (AQF 7) - Xiamen University

2003 - Masters of Applied Finance - Masters Degree (AQF 9) - Macquarie University

2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan

2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA

2011 - Certified Financial Planner - Professional Designations - FAAA

🏢 Professional Memberships

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.