QIAN ZHOU

Financial Adviser Β· Melbourne, VIC

Registered

Registration Number

001306155

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2024

Registration Date

06/10/2023

Financial Services Licensee

MACQUARIE BANK LIMITED

Licence #000237502

πŸ“š Qualifications & Training

2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2013 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2016 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Higher Education Pty Limited
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice) - Other - Financial Education Professionals Pty Ltd

🏒 Professional Memberships

Financial Advice Association of Australia (FAAA)
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.