UNG QUYEN QUACH
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2004 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology, Sydney
2006 - Self Managed Superannuation Fund Adviser Education Program - Other - Financial Essentials
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional (formerly Tribeca)
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2012 - Margin Lending and Geared Investments - Other - Kaplan Professional
2019 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia
2025 - FPC002B- Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.