WINNIE PHAM
Financial Adviser · Eight Mile Plains, QLD
📚 Qualifications & Training
2000 - CPA Program - - CPA Australia
2008 - CFP Certification Program - - Financial Planning Association of Australia
2011 - DPML Margin Lending - - Pinnacle Financial Services Academy
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.