GRACE XIAO FEN BACON
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Sydney University
2002 - Certified Financial Planner - Advanced Diploma (AQF 6) - Deakin University
2010 - Margin Lending - Certificate (AQF 1-4) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Global Executive MBA - Masters Degree (AQF 9) - University of Sydney
2025 - Commercial Law - Diploma (AQF 5) - Kaplan Professional
🏢 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.