Financial Adviser
· DOCKLANDS, VIC
Jin Wei Shi
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000145
Jin Wei Shi is a financial adviser based in Docklands, Victoria, with 16 years of experience in the financial services industry. Jin is currently authorised under Mercer Financial Advice (Australia) Pty Ltd. Jin 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 CFP Certification Program from Financial Planning Association. Jin 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
1997
Bachelor of Economics
Fudan University (China)
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin lending
Kaplan
2012
CFP Certification Program
Financial Planning Association
2012
CFP® Certification Program
Financial Planning Association
2020
Master of Financial Planning
Griffith University
Registration History
Provide financial product advice to wholesale clients only
UNIVALUE FINANCIAL SOLUTIONS PTY LTD
SUPERPARTNERS PTY LTD
Source: ASIC Financial Advisers Register