NE GUO
Financial Adviser · Southbank, VIC
📚 Qualifications & Training
2013 - Master of Professional Accounting (Business Management) - Masters Degree (AQF 9) - University of Tasmania
2018 - Chartered Accountant - Professional Designations - Chartered Accountants Australia and New Zealand
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan
2022 - SMSF Specialist - Professional Designations - Chartered Accountant Australia and New Zealand
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.