Philip Zhou
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003572
- Location
- Melbourne VIC 3000
- Licensee
- Morgan Stanley Wealth Management Australia Pty Ltd (AFSL 240813)
- Authorised since
- 8 December 2025
- First provided advice
- 2013
- Qualifications
- Accredited Derivatives Adviser Level 1, Kaplan Higher Education Pty Limited (2017); Accredited Derivatives Adviser Level 2, Kaplan Higher Education Pty Limited (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- Advice areas
- securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives
- Restriction
- Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
- Register status
- Current
About Philip Zhou
On the Financial Advisers Register kept by ASIC, Philip Zhou appears as a current financial adviser in Melbourne, Victoria, adviser number 001003572.
Philip provides advice as an authorised representative of Morgan Stanley Wealth Management Australia Pty Ltd, which holds Australian financial services licence 240813. The current authorisation started on 8 December 2025.
The register records 2013 as the year Philip first provided financial advice. The qualifications listed for Philip include Accredited Derivatives Adviser Level 1 (Kaplan Higher Education Pty Limited, 2017), Accredited Derivatives Adviser Level 2 (Kaplan Higher Education Pty Limited, 2017) and Graduate Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2025).
The authorisation covers advice on securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending and derivatives.
The register adds a condition to this authorisation: “Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.”
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Questions people ask
Is Philip Zhou a registered financial adviser?
Yes. Philip Zhou is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003572.
Which licensee does Philip Zhou work under?
Morgan Stanley Wealth Management Australia Pty Ltd, Australian financial services licence 240813.
What can Philip Zhou give advice on?
The register lists these advice areas: securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives. It also records this restriction: "Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options."