Financial Adviser
· GLEN WAVERLEY, VIC
Chengzhen How
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007694
Chengzhen How is a financial adviser based in Glen Waverley, Victoria, with 11 years of experience in the financial services industry. Chengzhen is currently authorised under Lifespan Financial Planning Pty Ltd. Chengzhen 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 FPA. Chengzhen 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
2011
Bachelor of Commerce (Accounting & Finance)
Monash University
2014
Advanced Diploma of Financial Planning
Kaplan
2016
Self Managed Superannuation Funds
Kaplan
2017
Certified Financial Planner
FPA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Government debentures stocks or bonds - Class of product advice only. Securities - Class of product advice only. SMSF restriction.
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register