JIAN YI LAO
Financial Adviser · Deakin, ACT
📚 Qualifications & Training
2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The Australian National University
2006 - Diploma of Financial Services (Financial Planning 550804) - Diploma (AQF 5) - Kaplan
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - SMSF - Other - SuperConcepts
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2021 - ALPA - Other - Kaplan
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.