KAM CHUEN YUEN
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2006 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - The University of Sydney
2008 - Diplona of Financial Services (Financial Planning) - - Kaplan
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2015 - Self Managed Superannuation Funds - - Kaplan Professional Education
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
Taxation Institute Of Australia
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.