SIMON CHIANG
Financial Adviser · Sutherland, NSW
📚 Qualifications & Training
2002 - Bachelor of Business (Banking & Finance) - - University of Technology, Sydney
2002 - DFP 1 - Introduction to Financial Planning - - FPA
2002 - DFP 3 - Investment Planning 1 and DFP 7 - Investment Planning 2 - - FPA
2003 - DFP 2 - Risk Management and Insurance Planning - - FPA
2003 - DFP 4 - Superannuation & Retirement Planning - - Integratec
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.