Wei Zhang – Financial Adviser

Adviser identifying number: 1248017
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: KEY SOLUTIONS GROUP (ACCOUNTANTS & BUSINESS CONSULTANTS) PTY LIMITED
Licence number: 484506
Licensee’s ABN:
Licence controlled by: Jodie COOK

The date the Financial Adviser commenced the appointment: 19/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KEY SOLUTIONS GROUP (ACCOUNTANTS & BUSINESS CONSULTANTS) PTY LIMITED
Authorised Representative identifying number: 484506
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• CPA Program – CPA Australia
• Diploma of Financial Planning – Kaplan Professional
• Self Managed Superannuation Funds – Kaplan Professional
• TAG Super Update Strategies Seminar – TAG Financial Services Pty Ltd
• Tax Institute SMSF Series – The Tax Institute

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Wei Zhang is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Securities
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation