YI AN CHENG
Financial Adviser · Burwood, NSW
📚 Qualifications & Training
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology
2010 - Self Managed Superannuation - Other - Kaplan Professional
2011 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - International Institute of Technology
2014 - Certificate IV in General Insurance - Certificate (AQF 1-4) - Kaplan Professional Education
2023 - Master of Financial Planning - Masters Degree (AQF 9) - The University of New South Wales
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.