Financial Adviser
· CHELTENHAM, VIC
Jian Min Zhuang
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233007
Jian Min Zhuang is a financial adviser based in Cheltenham, Victoria, with 15 years of experience in the financial services industry. Jian is currently authorised under Arabin-foye Private Wealth Pty Ltd. Jian 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 Planning Association. Jian is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2006
Bachelor of commerce
Deakin
2012
Certified Financial Planner
Financial Planning Association
2015
Self managed superannuation specialist adviser
Self Managed Superannuation Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan