PAUL CHIU-PO LAM
Financial Adviser · Endeavour Hills, VIC
📚 Qualifications & Training
1990 - Graduate Diploma of Business (Accounting) - - Victoria College / Deakin University
1991 - Financial Planning course - - CPA Australia
1996 - Master of Business Administration - - Heriot-Watt University, UK
2002 - Intensive Course in Financial Planning - - CPA Australia
2005 - Certificate in Applied Self-Managed Super Fund Advice - - Australian Executor Trustees
🏢 Professional Memberships
CPA Australia (CPA)
The Tax Institute
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.