Financial Adviser
· MCKINNON, VIC
Weidong Zhang
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000337606
Weidong Zhang is a financial adviser based in Mckinnon, Victoria, with 16 years of experience in the financial services industry. Weidong is currently authorised under Nextplan Financial Pty Ltd. Weidong 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 Master of Economics (Major: World Economy) from Sichuan University. Weidong is a member of Financial Advice Association of Australia (FAAA) and Mortgage and Finance Association of Australia (MFAA).
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
2002
Advanced Diploma of Financial Services (Financial Planning)
Holmesglen Institute
2002
Master of Economics (Major: World Economy)
Sichuan University
2010
Margin Lending & Geared Investments
Kaplan
2013
Self Managed Superannuation Funds
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan