JIE LIN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2008 - Bachelor of Commerce (Finance and Marketing) - Bachelor Degree (AQF 7) - University of New South Wales
2017 - 928 Margin Lending - Knowledge and Skills - Other - Kaplan Professional
2017 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Deakin University
🏢 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.