Financial Adviser
· BENTLEIGH, VIC
Cheng Qian
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256859
Cheng Qian is a financial adviser based in Bentleigh, Victoria, with 9 years of experience in the financial services industry. Cheng is currently authorised under Momentum Wealth Management Corporation Pty Ltd. Cheng 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 Bachelor or Commerce from The University of Melbourne. Cheng 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
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor or Commerce
The University of Melbourne
2014
Diploma of Financial Planning
Monarch Institute
2014
SMSF Certification
Monarch
2022
Advanced Diploma of Financial Planning
Kaplan Professional
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register