LAUREN SHEN
Financial Adviser · Bondi Junction, NSW
📚 Qualifications & Training
2002 - Diploma of Business (Banking and Finance) - - TAFE NSW
2006 - Certificate III in Financial Services (General Insurance) - - AMP Limited
2007 - Diploma of Financial Services (Financial Planning) - - Tribeca
2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2021 - FPC001B Economic and Legal Context for Financial Planning - Other - Kaplan Professional
2026 - TFAv2 - Tax for Financial Advising - Other - Kaplan Professional
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.