JENNY KAM
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1995 - Bachelor of Arts - Bachelor Degree (AQF 7) - National University of Singapore
2004 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - Diploma (AQF 5) - Intellitrain Pty Ltd
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Pinnacle Financial Services Academy
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Australian Financial Complaints Authority Limited (AFCA)
CFP - Certified Financial Planner (FPA)
Financial Advice Association of Australia (FAAA)
MFAA - Mortgage & Finance Association of Australia
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.