TAO HSU
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2017 - Commercial law for tax (financial) advisers AETACL - Other - Applied Education (Education IT Solutions Pty Ltd)
2017 - Taxation law for tax (financial) advisers AETLFA - Other - Applied Education (Education IT Solutions Pty Ltd)
2018 - Margin Lending Adviser (Personal Advice) - Other - Mentor Education
2018 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education Australia
2019 - CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2020 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Higher Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2020 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Higher Education
2024 - SMSF Specialist Advisor Program - Professional Designations - SMSF Association Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
SMSF Association
SMSF Association
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.