JINWEI ZUO
Financial Adviser · Richmond, VIC
📚 Qualifications & Training
2014 - Master of Management (Enterprise Management) - Masters Degree (AQF 9) - Peking University, Beijing, China
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
2016 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2017 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2019 - Commercial Law for Tax (Financial) Advisers Skill Set - Other - Mentor Education
2020 - ASX Listed Products Accreditation Course (LPAC) - Other - LPAC Online
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.