TRIET TAN LE
Financial Adviser · Derrimut, VIC
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Investment Banking Institute (IBI)
2015 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Integrity Education Group
2018 - Master of Business Administration - Masters Degree (AQF 9) - Australian Institute of Business
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
🏢 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.