ZI GU
Financial Adviser · Baulkham Hills, NSW
📚 Qualifications & Training
2003 - Master of Commerce in Advanced Finance - - The University of New South Wales
2003 - Master of Commerce in Advanced Finance - Masters Degree (AQF 9) - The University of New South Wales
2007 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Finsia
2009 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia
2010 - Self Managed Superannuation Funds - - Kaplan Professional Education
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - 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.