SU LI SIN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Bachelor of Commerce - Bachelor Honours Degree (AQF 8) - The University of Melbourne
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2024 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
Institute of Actuaries of Australia
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.