Jie Zhu
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000407508
- Location
- North Sydney NSW 2060
- Licensee
- Zurich Assure Australia Pty Limited (AFSL 538863)
- Authorised since
- 1 February 2023
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce (Accounting), Macquarie University (2007); Master of Applied Finance, Macquarie University (2008); Diploma of Financial Services (Financial Planning), Kaplan Profesional (2011); Advanced Diploma of Financial Planning, Kaplan Professional (2013); Margin Lending, Kaplan Professional (2014); Self Managed Superannuation Fund, Kaplan Professional (2014); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Profesional (2019)
- Advice areas
- superannuation, life risk insurance
- Tax (financial) advice
- Yes
- Register status
- Current
About Jie Zhu
Jie Zhu is listed on ASIC’s Financial Advisers Register as a current financial adviser based in North Sydney, New South Wales (adviser number 000407508).
Jie provides advice as an authorised representative of Zurich Assure Australia Pty Limited, which holds Australian financial services licence 538863. That authorisation dates from 1 February 2023.
The register records 2010 as the year Jie first provided financial advice. The qualifications listed for Jie include Bachelor of Commerce (Accounting) (Macquarie University, 2007), Master of Applied Finance (Macquarie University, 2008) and Diploma of Financial Services (Financial Planning) (Kaplan Profesional, 2011).
Jie is authorised to advise on superannuation and life risk insurance. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jie Zhu a registered financial adviser?
Yes. Jie Zhu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000407508.
Which licensee does Jie Zhu work under?
Zurich Assure Australia Pty Limited, Australian financial services licence 538863.
What can Jie Zhu give advice on?
The register lists these advice areas: superannuation; life risk insurance.