ZHUOWEN LIN
Financial Adviser · Perth, WA
📚 Qualifications & Training
2022 - Master of Applied Finance with Distinction - Masters Degree (AQF 9) - University of Western Australia
2023 - Accredited Derivatives Adviser Level 1 (ADA1) Accreditation Program - Other - SIAA and Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - Margin Lending Accreditation Program - Other - SIAA and Kaplan Professional
🏢 Professional Memberships
Chartered Financial Analyst Institute (CFA Institute)
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.