LINAN ZHONG
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2011 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - La Trobe University
2012 - Master of Financial Analysis - - La Trobe University
2018 - FNS50615 Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Education Pty Ltd
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
2021 - FPC001B Economic and Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Education Pty Ltd
2021 - FPC003 Superannuation and Retirement Advice - Other - Kaplan Education Pty Ltd
2021 - FPC007B Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Education Pty Ltd
2025 - Tax for Financial Advising - Other - Kaplan Education Pty Ltd
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.