JUDY ZONG
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
2005 - Master of Commerce - - University of Western Sydney
2014 - SMSF - - Kaplan
2016 - TASA and the TPB Code of Professional Conduct - - Kaplan
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.