YI KI PINKY LAM
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2006 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - University of Sydney
2017 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Professional
2019 - Self Managed Superannuation Funds - Other - Kaplan Professional
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2022 - Accredited Aged Care Professional - Professional Designations - Aged Care Steps
🏢 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.