JIAN MIN ZHUANG
Financial Adviser · Cheltenham, VIC
📚 Qualifications & Training
2006 - Bachelor of commerce - Bachelor Degree (AQF 7) - Deakin
2012 - Certified Financial Planner - - Financial Planning Association
2015 - Self managed superannuation specialist adviser - - Self Managed Superannuation Association
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 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.