Financial Adviser
· SYDNEY, NSW
Zi Gu
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000303850
Zi Gu is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Zi is currently authorised under Perpetual Trustee Company Limited. Zi holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Zi is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Master of Commerce in Advanced Finance
The University of New South Wales
2007
Graduate Diploma of Financial Planning
Finsia
2009
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2010
Self Managed Superannuation Funds
Kaplan Professional Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional