KWONG YUK WALLACE KEE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2025 - Master of FInancial Planning - Masters Degree (AQF 9) - Victoria University
🏢 Professional Memberships
CPA Australia (CPA)
Chartered Accountants Australia and New Zealand (CA ANZ)
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.