JUAN NI
Financial Adviser · Reynella, SA
📚 Qualifications & Training
2009 - Master of Business (Accoutancy) - Masters Degree (AQF 9) - University of South Australia
2015 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2016 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2016 - Principles in Self-Managed Superannuation Funds - Other - International Institute of Technology
2025 - Accredited Listed Product Adviser (ALPA) - Other - Kaplan Professional
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2025 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
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.