JIN WEI SHI
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1997 - Bachelor of Economics - - Fudan University (China)
2009 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2011 - Margin lending - - Kaplan
2012 - CFP Certification Program - - Financial Planning Association
2012 - CFP® Certification Program - - Financial Planning Association
2020 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith 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.