LEI MARK ZHANG
Financial Adviser · South Melbourne, VIC
📚 Qualifications & Training
2006 - Master of Practicing Accounting - Masters Degree (AQF 9) - Monash University
2015 - Certified Practicing Accountant - Professional Designations - CPA Australia
2016 - Diploma of Financial Planning - - Kaplan Professional
2024 - Certified Financial Planner - Professional Designations - FAAA
2024 - Ethics and Professionlism in Financial Advice - Certificate (AQF 1-4) - Kaplan
2024 - SMSF Regulations and Taxation - Other - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.