JENNY WONG
Financial Adviser · Mosman, NSW
📚 Qualifications & Training
1996 - Bachelor of Commerce Major in Accounting and Finance - Bachelor Degree (AQF 7) - University of New South Wales
2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited
2005 - Self Managed Superannuation Fund - Other - Kaplan Higher Education Pty Limited
2009 - SDIA Derivatives Accreditation Program - Other - Securities & Derivatives Industry Association
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia Limited
🏢 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.