Wenquan Zhang
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004662
- Location
- Chatswood NSW 2067
- Licensee
- Madison Financial Group Pty Ltd (AFSL 246679)
- Authorised since
- 16 March 2022
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Planning, FINSIA (2006); Certified Financial Planner, Financial Planning Association of Australia (2009); Self Managed Superannuation Fund, Kaplan Professional (2009); Margin Lending and Geared Investments, Kaplan Professional (2011); Graduate Diploma of Financial Planning, Kaplan Professional (2019); Accredited Listed Product Adviser Program, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, 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 Wenquan Zhang
Wenquan Zhang is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Chatswood, New South Wales (adviser number 001004662).
Advice is given under the Australian financial services licence of Madison Financial Group Pty Ltd, licence number 246679. That authorisation dates from 16 March 2022.
According to the register, Wenquan first provided financial advice in 2006. Qualifications and training on file include Advanced Diploma of Financial Planning (FINSIA, 2006), Certified Financial Planner (Financial Planning Association of Australia, 2009) and Self Managed Superannuation Fund (Kaplan Professional, 2009). Wenquan is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, 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 Wenquan Zhang a registered financial adviser?
Yes. Wenquan Zhang is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004662.
Which licensee does Wenquan Zhang work under?
Madison Financial Group Pty Ltd, Australian financial services licence 246679.
What can Wenquan Zhang give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.