Financial Adviser
· SYDNEY, NSW
Qian Zhang
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003290
Qian Zhang is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Qian is currently authorised under Alliance Wealth Pty Ltd. Qian 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 (CFP) Education Program from FPA Australia. Qian is a member of Certified Financial Planner (CFP) of FPA Australia and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2011
Self Managed Superannuation Funds Program
Kaplan Professional
2013
Advanced SMSF Program
Kaplan Professional
2014
Certified Financial Planner (CFP) Education Program
FPA Australia
2022
Master of Financial Planning
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register