LYNNE TAN
Financial Adviser · Parramatta, NSW
📚 Qualifications & Training
2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2001 - Bachelor of Science - Bachelor Degree (AQF 7) - Deakin University
2006 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2011 - FNS60404 Advanced Diploma of Financial Services - Advanced Diploma (AQF 6) - Kaplan Professional
🏢 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.