Financial Adviser
· MELBOURNE, VIC
Byron Bo Zhang
No disciplinary history on record with ASIC
MELBOURNE,
VIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008833
About Byron Bo Zhang
Byron Bo Zhang is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry since 2011. Byron is currently authorised under Jbwere. Byron holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Byron's qualifications include a 5 unit CFP Certification Program from Financial Advice Association of Australia Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce
The University of Melbourne
2013
Diploma of Financial Planning
International Institute of Technology
2016
5 unit CFP Certification Program
Financial Advice Association of Australia Limited
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on SMSF, Standard Margin Lending
Securities: Class of product only. Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register