YUEN LOY NGEOW
Financial Adviser · Collingwood, VIC
📚 Qualifications & Training
2007 - Graduate Diploma of Financial Planning - Bachelor Honours Degree (AQF 8) - FINSIA
2011 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
2012 - Margin Lending and Geared Investments - Other - Kaplan Professional
2015 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
2015 - TASA and the TPB Code of Professional Conduct - Other - Kaplan Professional
2018 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
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.