DONGHONG HE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia
2011 - Margin Lending and Geared Investments - - Kaplan
2011 - Self Managed Superannuation Fund - Other - Kaplan
🏢 Professional Memberships
The Finance Brokers Association of Australia (FBAA)
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.