GE SANG
Financial Adviser · Balwyn, VIC
📚 Qualifications & Training
2009 - Master of Professional Accounting/Commerce - Masters Degree (AQF 9) - Deakin University
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2013 - Margin Lending - - Kaplan
2016 - Certified Financial Planner - - Financial Planning Association of Australia
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
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.