PETER PHUOC TRUONG
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2000 - Bachelor of Arts - - Deakin University
2000 - Bachelor of Commerce - - Deakin University
2005 - DFP1-4 - - Tribeca (Kaplan Professional)
2016 - Master of Business Administration - - The University of Melbourne
2017 - Diploma of Financial Planning - - International Institute of Technology
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Ltd
🏢 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.