DAYUAN WANG
Financial Adviser · Ascot Vale, VIC
📚 Qualifications & Training
2005 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Victoria University
2006 - Master of Business (Accounting) - Masters Degree (AQF 9) - Victoria University
2010 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2016 - Advising in SMSFs - Other - CPA Australia
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
Tax Practitioners Board
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.