JONATHAN SIEN MUN WU
Financial Adviser · Ultimo, NSW
📚 Qualifications & Training
2007 - Bachelor of Commerce (Commercial Law and Accounting) - - University of Sydney
2007 - Financial Planner AFP - - FPA
2008 - Diploma of Financial Services - - Kaplan
2011 - CPA - - CPA Australia
2012 - Financial Planning Specialist - - CPA Australia
🏢 Professional Memberships
CPA Australia (CPA)
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.