Kristina Zi-Wei Lin
Financial Adviser in South Yarra, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000421606
- Location
- South Yarra VIC 3141
- Licensee
- Nextplan Financial Pty Ltd (AFSL 452996)
- Authorised since
- 28 January 2025
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce, University of Melbourne (2008); Diploma of Financial Services (Financial Planning), RG146 Training Australia / Mentor Education (2011); Principles in Self Managed Superannuation, International Institute of Technology (2014); Ethics and Professionalism in Financial Advice, Kaplan (2021); Margin Lending Specialist, Kaplan (2023)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Kristina Zi-Wei Lin
Kristina Zi-Wei Lin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in South Yarra, Victoria (adviser number 000421606).
Kristina provides advice as an authorised representative of Nextplan Financial Pty Ltd, which holds Australian financial services licence 452996. The current authorisation started on 28 January 2025.
According to the register, Kristina first provided financial advice in 2011. Qualifications and training on file include Bachelor of Commerce (University of Melbourne, 2008), Diploma of Financial Services (Financial Planning) (RG146 Training Australia / Mentor Education, 2011) and Principles in Self Managed Superannuation (International Institute of Technology, 2014). 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 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 Kristina Zi-Wei Lin a registered financial adviser?
Yes. Kristina Zi-Wei Lin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000421606.
Which licensee does Kristina Zi-Wei Lin work under?
Nextplan Financial Pty Ltd, Australian financial services licence 452996.
What can Kristina Zi-Wei Lin 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.