SENG CHOON KWA

Financial Adviser · Nedlands, WA

Registered

Registration Number

000250075

Registration Status

Registered

Location

Nedlands, WA 6009

Providing Advice Since

2001

Registration Date

01/01/2004

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

ABN (Australian Business Number)

97218175418

📚 Qualifications & Training

2001 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Western Australia
2003 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia (FPA)
2014 - Provide Advice in Margin Lending - Other - Pinnacle Financial Services Academy
2017 - ASX Listed Products Accreditation Course (LPAC) - Other - LPACOnline

🏢 Professional Memberships

CFP - Certified Financial Planner (FPA)
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.