CHI ZHANG
Financial Adviser · North Sydney, NSW
📚 Qualifications & Training
2014 - Master of Commerce (Finance) - Masters Degree (AQF 9) - The University of Sydney
2015 - Master of Professional Accounting - Masters Degree (AQF 9) - Top Education Institute
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2020 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
🏢 Professional Memberships
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.