SIU MAN LILY MO
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1996 - Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - Macquarie University
1998 - Master of Commerce (Marketing) - Masters Degree (AQF 9) - University of Western Sydney
2002 - 8 Unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Planning Association of Australia (FPA)
2004 - Self-Managed Superannuation Funds - Other - Tribeca
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.