Financial Adviser
· ELSTERNWICK, VIC
Zuan Chen
No disciplinary history on record with ASIC
ELSTERNWICK,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000382414
About Zuan Chen
Zuan Chen is a financial adviser based in Elsternwick, Victoria, with 16 years of experience in the financial services industry since 2010. Zuan is currently authorised under Premium Advisory. Zuan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Zuan's qualifications include a Bachelor of Commerce from Australian National University. Zuan is a member of CPA - Certified Practising Accountant.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce
Australian National University
2013
Advanced Diploma of Financial Planning
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional
2016
TASA and the TPB Code of Professional Conduct
Kaplan
2016
Tax (financial) adviser
Tax Practitioners Board
2020
Ethics and Professionalism in Financial Advice
Kaplan Professional
Registration History
LIFE PLAN FP PTY LTD
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register