SU FONG GOH
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
1985 - Bachelor of Commerce (Accounting, Finance & Systems) Honours - Bachelor Degree (AQF 7) - University of NSW
2001 - Intensive Course in Financial Planning - Other - CPA Australia
2002 - Insurance & Risk Management in Financial Planning - Other - CPA Australia
2007 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2010 - Margin Lending and Geared Investments - Other - Kaplan
2016 - TASA and the TPB Code of Professional Conduct - Other - Kaplan
2020 - Ethics and Professional Relationships - Bridging Course - Ethics - QUT
š¢ Professional Memberships
CPA Australia (CPA)
ā¹ļø 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.