QUE HONG DI-LEO

Financial Adviser · Sydney, NSW

Registered

Registration Number

000268502

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2004

Registration Date

09/07/2020

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2001 - Bachelor of Commerce (Economics and Finance) - Bachelor Degree (AQF 7) - University of Sydney
2005 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

CFP - Certified Financial Planner (FPA)

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.