FRANCIS KWAN
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2011 - Bachelor of Business (Accounting) - - Monash University
2014 - RG 146 Superannuation - - The Association of Superannuation Funds of Australia
2017 - Diploma of Financial Planning - - Kaplan Professional
2021 - Graduate diploma of financial planning - Graduate Diploma (AQF 8) - Deakin Univeristy
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.