MIRANDA LEUNG
Financial Adviser · Mount Waverley, VIC
📚 Qualifications & Training
1995 - Bachelor Science (Marketing) - Bachelor Degree (AQF 7) - Southwest Missouri State University
1996 - Master of Business Administration - Masters Degree (AQF 9) - Southwest Missouri State University (now Missouri State University)
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2013 - Diploma of Financial Planning FNS50611 - Diploma (AQF 5) - Monarch Institute
2013 - Self Managed Superannuation Funds - Other - Monarch Institute
2014 - 922 Derivatives - Knowledge and Skills - Other - Kaplan Professional
2014 - 928 Margin Lending - Knowledge and Skills - Other - Kaplan Professional
2019 - Certified Financial Planner (CFP) - Certificate (AQF 1-4) - Financial Planning Association (FPA)
2019 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Australia
🏢 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.