ZHIYU STEVEN WANG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2010 - Bachelor of Commerce (Finance and International Business) - - University of New South Wales
2010 - Bachelor of Economics - - University of New South Wales
2011 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional
2022 - Graduate Dip of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - Master of Financial Planning - Masters Degree (AQF 9) - 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.