SI BEE ONG
Financial Adviser · Burswood, WA
📚 Qualifications & Training
1995 - Bachelor of Business Administration - Bachelor Degree (AQF 7) - Universiti Kebangsaan, Malaysia
1996 - Malaysian Futures & Options Registered Represetnative Examination - Other - Malaysina Institute of Futures & Options
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FPA Australia
2009 - Self Managed Superannuation Funds Course - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2021 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
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.