Financial Adviser
· SOUTH YARRA, VIC
Kristina Zi-wei Lin
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000421606
Kristina Zi-wei Lin is a financial adviser based in South Yarra, Victoria, with 15 years of experience in the financial services industry. Kristina is currently authorised under Nextplan Financial Pty Ltd. Kristina 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 Bachelor of Commerce from University of Melbourne. Kristina is a member of Financial Advice Association of Australia (FAAA).
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
2008
Bachelor of Commerce
University of Melbourne
2011
Diploma of Financial Services (Financial Planning)
RG146 Training Australia / Mentor Education
2014
Principles in Self Managed Superannuation
International Institute of Technology
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2023
Margin Lending Specialist
Kaplan
Registration History
FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD
Superannuation - excluding SMSF;
Excluding LRBA's
WEALTH TRAIL PTY LTD
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only; Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice.
Not authorised to provide personal advice on Securities, Standard Margin Lending
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register