TAO QU
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2004 - Bachelor of Commerce and Bachelor of Information Systems - Bachelor Degree (AQF 7) - University of Tasmania
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australia (Finsia)
2008 - Certified Financial Planner - Professional Designations - FPA
2019 - FPC002B Ethics and Professionalism in Financial Advice: Ethics for Professional Advisers - 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.