WILLIAM CHIN
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2005 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - Murdoch University
2009 - CPA - Professional Designations - CPA Australia
2014 - Accreditation in Margin Lending & SMSF - Other - Pinnacle
2014 - Advance Diploma in Financial Planning - Advanced Diploma (AQF 6) - Pinnacle
2014 - Diploma of Financial Planning - - Pinnacle Financial Services Academy Pty Ltd
2022 - FPC002B Ethics and Professionalism in Financial Planning - Bridging Course - Ethics - Kaplan
2025 - FPC007B Client Enagagement Skills - Bridging Course - Behavioural Finance - Kaplan
🏢 Professional Memberships
SMSF Association
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.