HELEN CHENG
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1992 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
1993 - Graduate Diploma of Business Information Technology - Graduate Diploma (AQF 8) - Swinburne University of Technology
1996 - Certified Practicing Accountants Program - Professional Designations - CPA Australia Ltd
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2018 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2023 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd (SMSF)
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.