Financial Adviser
· CHATSWOOD, NSW
Wenquan Zhang
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004662
Wenquan Zhang is a financial adviser based in Chatswood, New South Wales, with 20 years of experience in the financial services industry. Wenquan is currently authorised under Madison Financial Group Pty Ltd. Wenquan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Wenquan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Advanced Diploma of Financial Planning
FINSIA
2009
Certified Financial Planner
Financial Planning Association of Australia
2009
Self Managed Superannuation Fund
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Professional
2020
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register