Jinwei Zuo
Financial Adviser in Richmond, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001008272
- Location
- Richmond VIC 3121
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 22 October 2019
- First provided advice
- 2015
- Qualifications
- Master of Management (Enterprise Management), Peking University, Beijing, China (2014); Diploma of Financial Planning, Mentor Education (2015); Self Managed Superannuation Fund Adviser (Personal Advice), Mentor Education (2016); Advanced Diploma of Financial Planning, Mentor Education (2017); Commercial Law for Tax (Financial) Advisers Skill Set, Mentor Education (2019); ASX Listed Products Accreditation Course (LPAC), LPAC Online (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Jinwei Zuo
On the Financial Advisers Register kept by ASIC, Jinwei Zuo appears as a current financial adviser in Richmond, Victoria, adviser number 001008272.
Advice is given under the Australian financial services licence of Advice Evolution Pty Ltd, licence number 342880. The current authorisation started on 22 October 2019.
According to the register, Jinwei first provided financial advice in 2015. The qualifications listed for Jinwei include Master of Management (Enterprise Management) (Peking University, Beijing, China, 2014), Diploma of Financial Planning (Mentor Education, 2015) and Self Managed Superannuation Fund Adviser (Personal Advice) (Mentor Education, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jinwei Zuo a registered financial adviser?
Yes. Jinwei Zuo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008272.
Which licensee does Jinwei Zuo work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Jinwei Zuo 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; standard margin lending.