WEIDONG ZHANG
Financial Adviser ยท Mckinnon, VIC
๐ Qualifications & Training
2002 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Holmesglen Institute
2002 - Master of Economics (Major: World Economy) - Masters Degree (AQF 9) - Sichuan University
2010 - Margin Lending & Geared Investments - Other - Kaplan
2013 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
๐ข Professional Memberships
Financial Advice Association of Australia (FAAA)
Mortgage and Finance Association of Australia (MFAA)
โน๏ธ 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.