Financial Adviser · LYNDHURST, VIC

Kwai Ping Siu

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000293375

Kwai Ping Siu is a financial adviser based in Lyndhurst, Victoria, with 21 years of experience in the financial services industry. Kwai is currently authorised under Synchron Advice Pty Ltd. Kwai holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1995
Bachelor of Arts in Language and Communication
Hong Kong Polytechnic University
2010
Advanced Diploma of Financial Services (Financial Planning)
International Institute of Technology
2014
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Sep 2019 - Present Current
AON HEWITT FINANCIAL ADVICE LIMITED
Oct 2010 - Sep 2019 Ceased
Sep 2005 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register