JENNY BAI
Financial Adviser · Castle Hill, NSW
📚 Qualifications & Training
2001 - Bachelor of Mathematics and Finance - Bachelor Degree (AQF 7) - University of Technology, Sydney
2005 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.