DAN WEI
Financial Adviser · Cremorne, NSW
📚 Qualifications & Training
2005 - Bachelor of Business - - Macquarie University
2005 - Bachelor of Business - Bachelor Degree (AQF 7) - Macquarie University
2006 - Master of Professional Accounting - - Central Queensland University (CQU)
2006 - Master of Professional Accounting - Masters Degree (AQF 9) - Central Queensland Uni (CQU)
2012 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2015 - Diploma of Finance and Mortgage Broking Management - - National Finance Institute
2015 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - National Finance Institue
2016 - Advanced Diploma of Financial Planning - - Kaplan Professional
2016 - Advanced diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
🏢 Professional Memberships
MFAA - Mortgage & Finance Association of Australia
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.