JIE ZHU
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2007 - Bachelor of Commerce (Accounting) - - Macquarie University
2007 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Macquarie University
2008 - Master of Applied Finance - - Macquarie University
2008 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Profesional
2013 - Advanced Diploma of Financial Planning - - Kaplan Professional
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2014 - Margin Lending - Other - Kaplan Professional
2014 - Self Managed Superannuation Fund - - Kaplan Professional
2015 - Margin lending - - Kaplan Professional
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Profesional
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.