YEE WAH HOOI-DURAN
Financial Adviser · West Lakes, SA
📚 Qualifications & Training
2003 - Bachelor of Business (Banking and Finance) - Bachelor Degree (AQF 7) - University of South Australia
2006 - Master of Business (E-business) - Masters Degree (AQF 9) - University of South Australia
2010 - FN60404 Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
2010 - FNS50804 Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Education Pty Ltd
2015 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Education Pty Ltd
🏢 Professional Memberships
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.