JOSEPH YEW TONG HOE
Financial Adviser · Osborne Park, WA
📚 Qualifications & Training
1997 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2004 - Master of Taxation - Masters Degree (AQF 9) - Curtin University
2012 - Diploma of Financial Services (Financial Planning FNS50804) - Diploma (AQF 5) - Pinnacle
2012 - Margin Lending - Other - Kaplan
2020 - FPC002B - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Financial Planning Association (FPA) - Certified Financial Planner
SMSF Association - SMSF Specialist Advisor (SSA)
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.