Financial Adviser
· SYDNEY, NSW
Mingyi Zhong
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005903
Mingyi Zhong is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Mingyi is currently authorised under Madison Financial Group Pty Ltd. Mingyi 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 (Quantitative Finance) from University of Sydney.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce
University of Newcastle
2009
Master of Commerce (Quantitative Finance)
University of Sydney
2014
Diploma of Financial Planning
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2018
Self Managed Superannuation Funds
Kaplan Professional
2022
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, Standard Margin Lending
Source: ASIC Financial Advisers Register