VIET THAI DAO
Financial Adviser · North Melbourne, VIC
📚 Qualifications & Training
2010 - Bachelor of Commerce (Accounting and finance) - Bachelor Honours Degree (AQF 8) - Australian National University
2015 - Diploma of Financial Planning - - Kaplan Professional
2017 - Advanced diploma in financial planning - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association
2020 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Certified Financial Planner (FAAA)
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.