SHARON TEE
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
1995 - DFP2 - Risk Management & Insurance Planning - Other - FPA
1995 - DFP3 - Investment Planning - Fundamentals - Other - FPA
2002 - CFP - Certified Financial Planner - - Financial Services
2002 - Superannuation & Retirement Planning - Other - Integratec
🏢 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.