- Home
- Financial Advisers Australia (FAA)
- Jie Zhu
Jie Zhu
- Name
- Jie Zhu
- ID
- 407508
- ABN
- –
- First Provided Advice
- 2010
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2007 - Bachelor of Commerce (Accounting) - - Macquarie University
- 2007 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Macquarie University
- 2008 - Master of Applied Finance - - Macquarie University
- 2008 - Master of Applied Finance - Masters Degree (AQF 9) - Macquarie University
- 2011 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Profesional
- 2013 - Advanced Diploma of Financial Planning - - Kaplan Professional
- 2013 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Profesional
- 2014 - Self Managed Superannuation Fund - - Kaplan Professional
- 2015 - Margin lending - - Kaplan Professional
- 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Profesional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Australia And New Zealand Banking Group Limited (#234527)
- Commenced
- March 18, 2019
- Ceased
- July 29, 2022
- Status
- Ceased
- Licence Holder
- Bombora Advice Pty Ltd (#439065)
- Commenced
- Aug. 23, 2022
- Ceased
- Jan. 31, 2023
- Status
- Current
- Licence Holder
- Zurich Assure Australia Pty Limited (#538863)
- Commenced
- Feb. 1, 2023
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Citigroup Pty Limited (#238098)
- Commenced
- April 20, 2015
- Ceased
- May 25, 2018
- Status
- Ceased
- Licence Holder
- Elkcorp Pty Ltd (#413980)
- Commenced
- Nov. 1, 2010
- Ceased
- Sept. 17, 2012
- Status
- Ceased
- Licence Holder
- Elkcorp Pty Ltd (#413980)
- Commenced
- July 2, 2018
- Ceased
- Feb. 18, 2019
- Status
- Ceased
- Licence Holder
- TW Financial Group Pty Ltd (#292464)
- Commenced
- July 1, 2011
- Ceased
- July 27, 2012
- Status
- Ceased
- Licence Holder
- Westpac Banking Corporation (#233714)
- Commenced
- Oct. 15, 2012
- Ceased
- April 17, 2015
- Status
- Ceased
- Licence Holder
- Westpac Financial Services Limited (#233716)
- Commenced
- Sept. 24, 2012
- Ceased
- April 17, 2015