JASON YOUNG CHOI
Financial Adviser · Epping, NSW
📚 Qualifications & Training
2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of New South Wales
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - FINSIA
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CFP - Certified Financial Planner (FPA)
MFAA
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.