WEIFENG DONG
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2003 - Degree of Bachelor of Economics (Finance) - - Zhongnan University of Economics and Law (China)
2008 - Degree of Master of Business Administration - - Wuhan University
2009 - Masters in Wealth Management - Masters Degree (AQF 9) - Deakin University
2018 - Tax for Financial Advising - Diploma (AQF 5) - Kaplan
2019 - Certified Financial Planner - Graduate Diploma (AQF 8) - FPA
2019 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Mentor Education
2023 - Commercial Law - Certificate (AQF 1-4) - Kaplan
🏢 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.