WILSON TJOA
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2004 - Bachelor of Commerce - - University of NSW
2007 - Chartered Accountants - - Chartered Accountants in Australia
2010 - Graduate Diploma of Applied Finance - - Kaplan
2010 - Self Managed Super Funds - - Kaplan
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.