MINGYI ZHONG
Financial Adviser · Sydney Olympic Park, NSW
📚 Qualifications & Training
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle
2009 - Master of Commerce (Quantitative Finance) - - University of Sydney
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2018 - Self Managed Superannuation Funds - - Kaplan Professional
2022 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.