PAUL KEVIN SO WAN YUEN
Financial Adviser · Carlton, VIC
📚 Qualifications & Training
2006 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2012 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Education Pty Ltd
2014 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia Limited
2021 - FIN60012 Ethics and Client Management - Bridging Course - Ethics - Swinburne University of Technology
🏢 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.