Zi Gu
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000303850
- Location
- Sydney NSW 2000
- Licensee
- Perpetual Trustee Company Limited (AFSL 236643)
- Authorised since
- 17 August 2021
- First provided advice
- 2008
- Qualifications
- Master of Commerce in Advanced Finance, The University of New South Wales (2003); Graduate Diploma of Financial Planning, Finsia (2007); Certified Financial Planner (CFP), Financial Planning Association of Australia (2009); Self Managed Superannuation Funds, Kaplan Professional Education (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Zi Gu
On the Financial Advisers Register kept by ASIC, Zi Gu appears as a current financial adviser in Sydney, New South Wales, adviser number 000303850.
Advice is given under the Australian financial services licence of Perpetual Trustee Company Limited, licence number 236643. That authorisation dates from 17 August 2021.
According to the register, Zi first provided financial advice in 2008. Qualifications and training on file include Master of Commerce in Advanced Finance (The University of New South Wales, 2003), Graduate Diploma of Financial Planning (Finsia, 2007) and Certified Financial Planner (CFP) (Financial Planning Association of Australia, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, 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 Zi Gu a registered financial adviser?
Yes. Zi Gu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000303850.
Which licensee does Zi Gu work under?
Perpetual Trustee Company Limited, Australian financial services licence 236643.
What can Zi Gu give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; managed discretionary account services.