Financial Adviser
· CHISWICK, NSW
Zhiwen Yan
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272693
Zhiwen Yan is a financial adviser based in Chiswick, New South Wales, with 8 years of experience in the financial services industry. Zhiwen is currently authorised under A De Libasic Pty Ltd. Zhiwen 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 Master of Professional Accounting from University of Technology Sydney. Zhiwen is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Diploma of Financial Planning
Kaplan Australia Pty Limited
2017
Master of Professional Accounting
University of Technology Sydney
2018
Diploma of Finance and Mortgage Broking Management
Kaplan Australia Pty Limited
2019
Advanced Diploma of Financial Planning
Kaplan Australia Pty Limited
2019
Certifed Financial Planner
Financial Advice Association of Australia Limited (FAAA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Australia Pty Limited
2023
Accredited Listed Product Adviser Program
Kaplan Australia Pty Limited