Financial Adviser
· SOUTH MELBOURNE, VIC
Lei Mark Zhang
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001273189
Lei Mark Zhang is a financial adviser based in South Melbourne, Victoria, with 8 years of experience in the financial services industry. Lei is currently authorised under Lifespan Financial Planning Pty Ltd. Lei 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 FAAA. Lei is a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2006
Master of Practicing Accounting
Monash University
2015
Certified Practicing Accountant
CPA Australia
2016
Diploma of Financial Planning
Kaplan Professional
2024
Certified Financial Planner
FAAA
2024
Ethics and Professionlism in Financial Advice
Kaplan
2024
SMSF Regulations and Taxation
Kaplan Professional