KATIE WONG
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2017 - Bachelor of Business Major in Finance - Bachelor Degree (AQF 7) - University of Technology Sydney
2023 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professioal
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.