JIALE XI
Financial Adviser Ā· Mulgrave, VIC
š Qualifications & Training
2016 - BAchelor of Commerce Accounting & Finance - Bachelor Degree (AQF 7) - Monash University
2023 - Grad Dip Financial Planning - Graduate Diploma (AQF 8) - Kaplan
š¢ Professional Memberships
CPA Australia (CPA)
ā¹ļø 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.