HE KAI WEE

Financial Adviser ยท Mount Gravatt, QLD

Registered

Registration Number

001310198

Registration Status

Registered

Location

Mount Gravatt, QLD 4122

Providing Advice Since

2024

Registration Date

02/07/2024

Financial Services Licensee

KDM FINANCIAL AND ESTATE PLANNING PTY LTD

Licence #000516642

๐Ÿ“š Qualifications & Training

2022 - Bachelor of Business - Bachelor Degree (AQF 7) - QUT

โ„น๏ธ 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.