WENJIE FANG
Financial Adviser · Camberwell, VIC
📚 Qualifications & Training
2015 - Master of Finance - Masters Degree (AQF 9) - The University of Melbourne
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2020 - FASEA Financial Adviser Exam - Other - Financial Adviser Standards and Ethics Authority
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2024 - Commercial Law - Other - Kaplan Higher Education Pty Limited
🏢 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.