Financial Adviser · ADELAIDE, SA

William Jialu Cheng

8 Years experience
Currently at
Fig Tree Pocket, QLD
ASIC Registered · ADV 001267932

William Jialu Cheng is a financial adviser based in Adelaide, South Australia, with 8 years of experience in the financial services industry. William is currently authorised under Shenton Pty Ltd. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Accounting from La Trobe University. William is a member of National Tax Accountants Association.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Qualifications and Training

2008
Diploma of Business Administration
La Trobe University
2016
Bachelor of Accounting
La Trobe University
2016
Diploma of Financial Planning
21683 Menton Education Pty Ltd
2020
FASEA Financial Adviser (Ethics) Exam
Australian Council for Educational Research (ACER)

Registration History

Sep 2018 - Present Current

Source: ASIC Financial Advisers Register