WENQUAN ZHANG
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2006 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - FINSIA
2009 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2009 - Self Managed Superannuation Fund - Other - Kaplan Professional
2011 - Margin Lending and Geared Investments - Other - Kaplan Professional
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
🏢 Professional Memberships
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.