Cheng Shen
Financial Adviser in Parramatta, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000411574
- Location
- Parramatta NSW 2150
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306); Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 31 March 2025
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce (Finance and International Business), University of New South Wales (2010); Bachelor of Economics, University of New South Wales (2010); Diploma of Financial Services (Financial Planning), Kaplan (2011); ADFS(FP): Taxation Planning, Kaplan Professional (2012); SMSF, PFS Internal Training (2025)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Cheng Shen
On the Financial Advisers Register kept by ASIC, Cheng Shen appears as a current financial adviser in Parramatta, New South Wales, adviser number 000411574.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The register also lists Personal Financial Services Ltd (licence 234459). That authorisation dates from 31 March 2025.
According to the register, Cheng first provided financial advice in 2011. The qualifications listed for Cheng include Bachelor of Commerce (Finance and International Business) (University of New South Wales, 2010), Bachelor of Economics (University of New South Wales, 2010) and Diploma of Financial Services (Financial Planning) (Kaplan, 2011).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Cheng Shen a registered financial adviser?
Yes. Cheng Shen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000411574.
Which licensee does Cheng Shen work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306 and Personal Financial Services Ltd, Australian financial services licence 234459.
What can Cheng Shen give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.