Financial Adviser
· MANSFIELD, QLD
Jinling Pan
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001261012
Jinling Pan is a financial adviser based in Mansfield, Queensland, with 8 years of experience in the financial services industry. Jinling is currently authorised under Spark Advisors Australia Pty Ltd. Jinling 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 (Applied Finance) from University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Business (Accountancy)
Queensland University of Technology
2013
Master of Commerce (Applied Finance)
University of Queensland
2017
Diploma of Financial Planning
Mentor Education
2018
Self Managed Super Funds
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2023
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Professional