TRACEE HUEY XIN PANG
Financial Adviser · Ivanhoe, VIC
📚 Qualifications & Training
2013 - Bachelor of Business (Economics & Finance) (Applied) - Bachelor Degree (AQF 7) - RMIT University
2013 - Income Tax Law (HBC616) - Other - Swinburne University of Technology
2014 - Graduate Diploma of Professional Accounting - Graduate Diploma (AQF 8) - Swinburne University of Technology
2014 - Master of Professional Accounting - Masters Degree (AQF 9) - Swinburne University of Technology
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Economic and Legal Context for Financial Planning (FPC001B) - Other - Kaplan Professional
2021 - Accredited Aged Care Professional - Other - Aged Care Steps
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
2021 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
2022 - Certified Financial Planner - Professional Designations - Financial Advice Association Australia
2025 - Margin Lending Specialist - Other - 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.