Financial Adviser
· KELLYVILLE, NSW
Chi Zhang
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001308140
Chi Zhang is a financial adviser based in Kellyville, New South Wales, with 2 years of experience in the financial services industry. Chi is currently authorised under Lionsgate Financial Group Pty. Ltd.. Chi 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 Commerce (Finance) from The University of Sydney. Chi is a member of 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
2014
Master of Commerce (Finance)
The University of Sydney
2015
Master of Professional Accounting
Top Education Institute
2017
Diploma of Financial Planning
Mentor Education
2020
Advanced Diploma of Financial Planning
Mentor Education
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register