KRISTINA ZI-WEI LIN
Financial Adviser · Glen Waverley, VIC
📚 Qualifications & Training
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - RG146 Training Australia / Mentor Education
2014 - Principles in Self Managed Superannuation - - International Institute of Technology
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2023 - Margin Lending Specialist - Certificate (AQF 1-4) - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.