YUE HUANG
Financial Adviser · Mitcham, VIC
📚 Qualifications & Training
2011 - Master of Accounting - Masters Degree (AQF 9) - University of Melbourne
2015 - CPA Program - Professional Designations - CPA Australia
2016 - Diploma of Financial Planning - Diploma (AQF 5) - CPA
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2020 - Introduction to Self Managed Superannuation Funds - Other - Kaplan Professional
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan
🏢 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.