SUSAN LY
Financial Adviser · Dulwich, SA
📚 Qualifications & Training
2004 - Bachelor of Economics - Bachelor Degree (AQF 7) - University of Adelaide
2004 - Bachelor of Finance - Bachelor Degree (AQF 7) - University of Adelaide
2005 - Certificate 4 in Financial Services - - Association of Superannuation Funds of Australia
2008 - Graduate Certificate of Financial Planning - Graduate Certificate (AQF 8) - Financial Services Institute of Australia
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2013 - CFP Certification Program - Professional Designations - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 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.