Financial Adviser
· RICHMOND, VIC
Jinwei Zuo
No disciplinary history on record with ASIC
RICHMOND,
VIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001008272
About Jinwei Zuo
Jinwei Zuo is a financial adviser based in Richmond, Victoria, with 11 years of experience in the financial services industry since 2015. Jinwei is currently authorised under Advice Evolution. Jinwei holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jinwei's qualifications include a Master of Management (Enterprise Management) from Peking University, Beijing, China. Jinwei 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Master of Management (Enterprise Management)
Peking University, Beijing, China
2015
Diploma of Financial Planning
Mentor Education
2016
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2017
Advanced Diploma of Financial Planning
Mentor Education
2019
Commercial Law for Tax (Financial) Advisers Skill Set
Mentor Education
2020
ASX Listed Products Accreditation Course (LPAC)
LPAC Online
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, 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 of Derivatives.
MDA services are 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