ENG K OOI
Financial Adviser Ā· Osborne Park, WA
š Qualifications & Training
2003 - Diploma of Financial Advising - - Securities Institute/Tribeca
2005 - Certified Financial Planner (CFP) - - Financial Planning Association (FPA)
2008 - Self Managed Superannuation Fund (SMSF) Adviser Education Program - - Financial Essentials
2010 - Margin Lending & Geared Investments Adviser Accreditation - - Kaplan
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
ā¹ļø 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.