TINGTING JIA
Financial Adviser Ā· Mulgrave, VIC
š Qualifications & Training
2010 - Bachelor of Business (Financial Management) - Bachelor Degree (AQF 7) - La Trobe University
2012 - Master of Management (Accounting) - Masters Degree (AQF 9) - The University of Melbourne
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Limited
2016 - Margin Lending Adviser (Personal Advice) - Other - Mentor Education
2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2020 - 5 unit CFP Certification Program - Professional Designations - Financial Advice Association of Australia Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
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.