William Jialu Cheng
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267932
- Location
- Adelaide SA 5000
- Licensee
- Shenton Pty Ltd (AFSL 345470)
- Authorised since
- 28 September 2018
- First provided advice
- 2018
- Qualifications
- Diploma of Business Administration, La Trobe University (2008); Bachelor of Accounting, La Trobe University (2016); Diploma of Financial Planning, 21683 Menton Education Pty Ltd (2016); FASEA Financial Adviser (Ethics) Exam, Australian Council for Educational Research (ACER) (2020)
- Memberships
- National Tax Accountants Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Register status
- Current
About William Jialu Cheng
William Jialu Cheng is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001267932).
The licensee William advises under is Shenton Pty Ltd (AFS licence 345470). The current authorisation started on 28 September 2018.
According to the register, William first provided financial advice in 2018. Qualifications and training on file include Diploma of Business Administration (La Trobe University, 2008), Bachelor of Accounting (La Trobe University, 2016) and Diploma of Financial Planning (21683 Menton Education Pty Ltd, 2016). Professional memberships recorded: National Tax Accountants Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total.
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Questions people ask
Is William Jialu Cheng a registered financial adviser?
Yes. William Jialu Cheng is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267932.
Which licensee does William Jialu Cheng work under?
Shenton Pty Ltd, Australian financial services licence 345470.
What can William Jialu Cheng give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.