Fenglin Jia
Financial Adviser in Forrest, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001265063
- Location
- Forrest ACT 2603
- Licensee
- The Wealth Connection Pty Ltd (AFSL 523317)
- Authorised since
- 30 January 2023
- First provided advice
- 2018
- Qualifications
- Master of Accounting, Australian National University (ANU) (2012); Master of Business, Australian National University (ANU) (2012); Diploma of Financial Planning, Kaplan Professional (2016); Advanced Diploma of Financial Planning, Kaplan Professional (2018); MAI769 Ethics for Financial Services, Deakin University (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- Advice areas
- superannuation, securities, 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 Fenglin Jia
Fenglin Jia is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Forrest, Australian Capital Territory (adviser number 001265063).
Fenglin provides advice as an authorised representative of The Wealth Connection Pty Ltd, which holds Australian financial services licence 523317. The current authorisation started on 30 January 2023.
According to the register, Fenglin first provided financial advice in 2018. Qualifications and training on file include Master of Accounting (Australian National University (ANU), 2012), Master of Business (Australian National University (ANU), 2012) and Diploma of Financial Planning (Kaplan Professional, 2016). Fenglin is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Fenglin Jia a registered financial adviser?
Yes. Fenglin Jia is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001265063.
Which licensee does Fenglin Jia work under?
The Wealth Connection Pty Ltd, Australian financial services licence 523317.
What can Fenglin Jia give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.