Zishen Fan – Financial Adviser
Adviser identifying number: 1239559
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013
Name of the licence holder: MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Licence number: 411766
Licensee’s ABN: 76153168293
Licence controlled by: MERCER (AUSTRALIA) PTY LTD [Date Ceased: 13/04/2016] ~ Marsh Mercer Holdings (Australia) Pty Ltd
The date the Financial Adviser commenced the appointment: 19/02/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERCER FINANCIAL ADVICE (AUSTRALIA) PTY LTD
Authorised Representative identifying number: 411766
Authorised Representative’s ABN: 76153168293
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:
- Advance Diploma of Financial Services – International Institute of Technologies
- Bachelor of Commerce – University of Melbourne
- Bachelor of Laws – University of Melbourne
- Diploma of Financial Services – International Institute of Technologies
- Graduate Certificate in Applied Finance – KAPLAN
Relevant memberships of professional bodies or industry associations:
Zishen Fan is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation