RACHAEL LI-CHUIN OOI
Financial Adviser · Wynnum, QLD
📚 Qualifications & Training
2014 - Diploma of Financial Planning - Diploma (AQF 5) - International Institute of Technology
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
2019 - Australian Taxation Law for Tax (Financial) Advisers - Other - International Institute of Technology
2019 - Commercial Law for Tax (Financial) Advisers - Other - International Institute of Technology
2019 - Principles of Self-Managed Superannuation Funds - Other - International Institute of Technology
2020 - ASX Listed Products Accreditation Course (LPAC) - Other - LPAC Online
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 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.