JIN ZHANG
Financial Adviser Ā· Carnegie, VIC
š Qualifications & Training
1996 - Bachelor of International Economics - Bachelor Degree (AQF 7) - University of International Business and Economics
2004 - Master of Applied Finance - Masters Degree (AQF 9) - University of Melbourne
2006 - Master of Professional Accounting - Masters Degree (AQF 9) - RMIT
2021 - FASEA Ethical Exam - Other - FASEA Standards Authority
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Taxation for Financial Planning - Other - Kaplan Professional
š¢ Professional Memberships
ASIC
CPA Australia (CPA)
National Tax and Accountants' Association
The Tax Institute
ā¹ļø 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.