Financial Adviser · MELBOURNE, VIC

Jiaqi Zhong

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001308076

Jiaqi Zhong is a financial adviser based in Melbourne, Victoria. Jiaqi is currently authorised under Industry Fund Services Limited. Jiaqi 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 International Business (Marketing) from University of Tasmania.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: IFS authorises the Provisional Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited - (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Authorised to provide tax financial advice services

Qualifications and Training

2017

Master of International Business (Marketing)

University of Tasmania

2022

Client Engagement Skills

Behavioural Finance - Kaplan Professional

2023

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2023

Graduate Diploma of Financial Planning

TAFE NSW

Registration History

Industry Fund Services Limited

Mar 2026 - Present Current

IFS authorises the Provisional Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance: Limited - (a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement

Source: ASIC Financial Advisers Register