FENGLIN JIA

Financial Adviser · Canberra, ACT

Registered

Registration Number

001265063

Registration Status

Registered

Location

Canberra, ACT 2601

Providing Advice Since

2018

Registration Date

24/05/2021

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2012 - Master of Accounting - Masters Degree (AQF 9) - Australian National University (ANU)
2012 - Master of Business - Masters Degree (AQF 9) - Australian National University (ANU)
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2020 - MAI769 Ethics for Financial Services - Bridging Course - Ethics - Deakin University

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)

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.