KWAI PING SIU
Financial Adviser · Lyndhurst, VIC
📚 Qualifications & Training
1995 - Bachelor of Arts in Language and Communication - Bachelor Degree (AQF 7) - Hong Kong Polytechnic University
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology
2014 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
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.