ZISHEN FAN
Financial Adviser · Docklands, VIC
📚 Qualifications & Training
2007 - Taxation - Other - The University of Melbourne
2008 - Bachelor of Commerce (Finance) - Bachelor Degree (AQF 7) - The University of Melbourne
2010 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2022 - Commercial Law - Other - Kaplan Professional
2022 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 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.