SALENA NGUYEN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Macquarie University
2005 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - FPA/Deakin University
2010 - Chartered Financial Analyst - Professional Designations - CFA Institute
2020 - SMSF Specialist Advisor - Other - SMSF Association
2022 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
Financial Advice Association of Australia (FAAA)
SMSF Association
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.