Financial Adviser
· ADELAIDE, SA
Wen Chien Chang
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001252266
Wen Chien Chang is a financial adviser based in Adelaide, South Australia, with 9 years of experience in the financial services industry. Wen is currently authorised under Spark Advisors Australia Pty Ltd. Wen 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 from Financial Advice Association of Australia. Wen is a member of Financial Advice Association of Australia (FAAA).
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
2016
Bachelor of Finance
The University of Adelaide
2017
Diploma of Financial Planning
Mentor Education
2020
Self-Managed Superannuation Funds
Kaplan
2022
Accredited Listed Product Adviser Program
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Certified Financial Planner
Financial Advice Association of Australia
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
BEAUMARIS MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register