JOHNNY LY
Financial Adviser · Carlingford, NSW
📚 Qualifications & Training
2006 - Master of Commerce - - Macquarie University
2010 - Certified Financial Planner - - Financial Planning Association of Australia
2010 - Diploma of Financial Services - - Mentor Education Group
2011 - Advanced Diploma of Financial Services - - Pinnacle Financial Services Academy
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.