ZHIWEN YAN
Financial Adviser Ā· Rhodes, NSW
š Qualifications & Training
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Australia Pty Limited
2017 - Master of Professional Accounting - Masters Degree (AQF 9) - University of Technology Sydney
2018 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Australia Pty Limited
2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Australia Pty Limited
2019 - Certifed Financial Planner - Professional Designations - Financial Advice Association of Australia Limited (FAAA)
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Australia Pty Limited
2023 - Accredited Listed Product Adviser Program - Other - Kaplan Australia Pty Limited
š¢ Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association
ā¹ļø 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.