WILLIAM JIALU CHENG
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
2008 - Diploma of Business Administration - Diploma (AQF 5) - La Trobe University
2016 - Bachelor of Accounting - Bachelor Degree (AQF 7) - La Trobe University
2016 - Diploma of Financial Planning - Diploma (AQF 5) - 21683 Menton Education Pty Ltd
2020 - FASEA Financial Adviser (Ethics) Exam - Other - Australian Council for Educational Research (ACER)
š¢ Professional Memberships
National Tax Accountants Association
ā¹ļø 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.