DEWI CHAN
Financial Adviser · South Perth, WA
📚 Qualifications & Training
2007 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia (FPA)
2008 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Curtin University
2009 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
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.