SENNEY WANG
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2012 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2014 - Master of Finance - Masters Degree (AQF 9) - University of Melbourne
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2018 - DFP5v4 Tax for Financial Advising - Other - Kaplan Professional
2019 - Accredited Aged Care Professional - Other - Aged Care Steps
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2021 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2021 - Introduction to Self-Managed Superannuation Funds - Other - Kaplan Professional
2023 - Margin Lending Specialist - Other - Kaplan Professional
🏢 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.