IVY LEW
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2006 - Bachelor of Business (Accounting) / Bachelor of Information Systems - - Swinburne University of Technology
2006 - Bachelor of Business (Accounting) / Bachelor of Information Systems - Bachelor Degree (AQF 7) - Swinburne University of Technology
2007 - HBC331 taxation Issues and Planning - Other - Swinburne University of Technology
2007 - HBL111 Law in Global Business - Other - Swinburne University of Technology
2012 - Chartered Accountant Program - Professional Designations - CA ANZ
2012 - Graduate Diploma of Chartered Accounting - - CA ANZ
2018 - RG 146 Superannuation / SMSF - - Integrity Education Group
2020 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
2024 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.