SHU ZHENG HE
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2003 - Diploma of Financial Services (FP) FNB50802 - Diploma (AQF 5) - Kaplan Australia
2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2013 - RG146 ASIC Margin Lending Met - Other - MLC ThreeSixty
🏢 Professional Memberships
Finance Brokers Association of Australia (FBAA)
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.