WENTAO GUO
Financial Adviser · Truganina, VIC
📚 Qualifications & Training
2006 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Macquarie University
2008 - Bachelor of Professional Accounting - Bachelor Degree (AQF 7) - Holmes Institute
2009 - Master of COmmerce - Masters Degree (AQF 9) - University of Woolongong
2015 - Life Insurance Adviser (Personal Advice) - - Mentor Education
2015 - Superannuation Adviser (Personal Advice) - - Mentor Education
2018 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2021 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
🏢 Professional Memberships
CPA Australia (CPA)
Tax Practitioners Board
The Tax Institute
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.