WILSON FUNG
Financial Adviser Ā· Mulgrave, VIC
š Qualifications & Training
1996 - Bachelor of Commence - - Deakin University
2000 - CPA - - CPA Australia
2016 - Diploma of Financial Planning - - Mentor Education
2023 - FPC002B Ethics and Professionalism in Financial Advice ... - Bridging Course - Ethics - Kaplan
š¢ Professional Memberships
Australian Institute of Company Directors (AICD)
CPA Australia (CPA)
National Tax and Accountants Association (NTAA)
SMSF 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.