Financial Adviser
· MELBOURNE, VIC
Linan Zhong
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238293
Linan Zhong is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. Linan is currently authorised under Shadforth Financial Group Limited. Linan 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 Financial Analysis from La Trobe University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Advice on superannuation excludes self-managed superannuation funds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Commerce (Accounting)
La Trobe University
2012
Master of Financial Analysis
La Trobe University
2018
FNS50615 Diploma of Financial Planning
Kaplan Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Education Pty Ltd
2021
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Education Pty Ltd
2021
FPC003 Superannuation and Retirement Advice
Kaplan Education Pty Ltd
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Education Pty Ltd
2025
Tax for Financial Advising
Kaplan Education Pty Ltd
Registration History
Advice on superannuation excludes self-managed superannuation funds
This Authority permits the person to provide the financial services specified under the direct supervision of a Private Client Adviser (PCA) who is a registered Tax (financial) adviser, or in the case of written advice, where it has been checked and countersigned by a PCA who is a registered Tax (financial) adviser before issue.Can provide advice in Superannuation except for Self-Managed Superannuation funds.
Source: ASIC Financial Advisers Register