WEN CHIEN CHANG

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

001252266

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2017

Registration Date

17/01/2020

Financial Services Licensee

NEO FINANCIAL SOLUTIONS PTY LTD

Licence #000385845

ABN (Australian Business Number)

17924031513

šŸ“š Qualifications & Training

2016 - Bachelor of Finance - Bachelor Degree (AQF 7) - The University of Adelaide
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2020 - Self-Managed Superannuation Funds - Other - Kaplan
2022 - Accredited Listed Product Adviser Program - Other - Kaplan
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - Certified Financial Planner - Professional Designations - Financial Advice Association of Australia

šŸ¢ Professional Memberships

Financial Advice Association of Australia (FAAA)

ā„¹ļø 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.