ZUAN CHEN
Financial Adviser · Canterbury, VIC
📚 Qualifications & Training
2013 - Advanced Diploma of Financial Planning - - Kaplan Professional
2014 - Self Managed Superannuation Funds - - Kaplan Professional
2016 - TASA and the TPB Code of Professional Conduct - Certificate (AQF 1-4) - Kaplan
2016 - Tax (financial) adviser - - Tax Practitioners Board
2020 - Ethics and Professionalism in Financial Advice - Professional Designations - Kaplan Professional
🏢 Professional Memberships
CPA - Certified Practising Accountant
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.