JANRENE LEONG
Financial Adviser · Camberwell, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - Deakin University
2018 - Diploma of Financial Planning (DFP1-4) - Diploma (AQF 5) - International Institute of Technology (IIT)
2021 - Chartered Accountants Program (including Graduate Diploma of Chartered Accounting) - Professional Designations - Chartered Accountants Australia and New Zealand
2025 - Economic and Legal Context for Financial Planning Course (FPC001B) - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2025 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.