YIHSING KOO
Financial Adviser ยท Canterbury, VIC
๐ Qualifications & Training
1994 - Bachelor of Accounting - Bachelor Degree (AQF 7) - Monash University
2002 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association (FPA)
2005 - RG146 Margin Lending - Other - MLC ThreeSixty
2011 - RG146 Advanced Strategies for SMSFs - Other - MLC ThreeSixty
๐ข Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
โน๏ธ 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.