WEI PAN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2006 - Master of Commerce - Masters Degree (AQF 9) - Macquarie University
2007 - Graduate Diploma in Accounting - Graduate Diploma (AQF 8) - University of Western Sydney
2009 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Western Sydney
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - 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.