DANIEL CHEUNG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1999 - Bachelor of Commerce (Finance & Economics) - Bachelor Degree (AQF 7) - University of Western Sydney
2004 - Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) - Graduate Diploma (AQF 8) - Kaplan Professional
2007 - Diploma of Financial Services (Financial Planning - Diploma (AQF 5) - Kaplan Professional
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2011 - CFP Certification Program - Other - Financial Advice Association Australia (FAAA)
2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - FPE010 Aged Care - Other - Kaplan Professional
2025 - TASACL Commercial Law - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.