QIAN ZHANG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2008 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2010 - Margin Lending and Geared Investments Course - Other - Kaplan Professional
2011 - Self Managed Superannuation Funds Program - Other - Kaplan Professional
2013 - Advanced SMSF Program - Other - Kaplan Professional
2014 - Certified Financial Planner (CFP) Education Program - Professional Designations - FPA Australia
2022 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education
🏢 Professional Memberships
Certified Financial Planner (CFP) of FPA Australia
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.