KAYE ZHUQING ZHANG

Financial Adviser · Sydney, NSW

Registered

Registration Number

001309120

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2024

Registration Date

26/04/2024

Financial Services Licensee

SWITZER FINANCIAL GROUP PTY LTD

Licence #000286531

📚 Qualifications & Training

2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The Australian National University
2005 - Master of Financial Management - Masters Degree (AQF 9) - The Australian National University
2023 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - The University of New South Wales

🏢 Professional Memberships

CPA Australia (CPA)
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.