JIE HUANG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Legal Environment of Business CLAW5001 - Certificate (AQF 1-4) - University of Sydney
2003 - Master of Commerce (Accounting) - Masters Degree (AQF 9) - The University of Sydney
2009 - CPA Program - Professional Designations - Certified Practicing Accountants (CPA) Australia
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association (FPA)
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.