Zhiyu Steven Wang
Financial Adviser in Sydney, New South Wales, Australia
Review Zhiyu Steven Wang
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001004103
- Location
- Sydney NSW 2000
- Licensee
- Aia Financial Services Pty Limited (AFSL 231109)
- Authorised since
- 25 May 2022
- First provided advice
- 2010
- Qualifications
- Bachelor of Commerce (Finance and International Business), University of New South Wales (2010); Bachelor of Economics, University of New South Wales (2010); Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Graduate Dip of Financial Planning, Kaplan Professional (2022); Master of Financial Planning, Kaplan Professional (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Not authorised to provide advice in SMSFs.
- Tax (financial) advice
- Yes
- Register status
- Current
About Zhiyu Steven Wang
On the Financial Advisers Register kept by ASIC, Zhiyu Steven Wang appears as a current financial adviser in Sydney, New South Wales, adviser number 001004103.
Zhiyu provides advice as an authorised representative of Aia Financial Services Pty Limited, which holds Australian financial services licence 231109. The current authorisation started on 25 May 2022.
According to the register, Zhiyu first provided financial advice in 2010. Qualifications and training on file include Bachelor of Commerce (Finance and International Business) (University of New South Wales, 2010), Bachelor of Economics (University of New South Wales, 2010) and Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011). Zhiyu 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 and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice in SMSFs.”
Reviews
Nobody has reviewed Zhiyu Steven Wang here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Zhiyu Steven Wang a registered financial adviser?
Yes. Zhiyu Steven Wang is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004103.
Which licensee does Zhiyu Steven Wang work under?
Aia Financial Services Pty Limited, Australian financial services licence 231109.
What can Zhiyu Steven Wang give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Not authorised to provide advice in SMSFs."