JINLING PAN
Financial Adviser · Bowen Hills, QLD
📚 Qualifications & Training
2012 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology
2013 - Master of Commerce (Applied Finance) - Masters Degree (AQF 9) - University of Queensland
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2018 - Self Managed Super Funds - Other - Kaplan Professional
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2023 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
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.