- Home
- Financial Advisers Australia (FAA)
- Jin Wei Shi
Jin Wei Shi
- Name
- Jin Wei Shi
- ID
- 1000145
- ABN
- –
- First Provided Advice
- 2010
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1997 - Bachelor of Economics - - Fudan University (China)
- 2009 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan Professional
- 2011 - Margin lending - - Kaplan
- 2012 - CFP Certification Program - - Financial Planning Association
- 2012 - CFP® Certification Program - - Financial Planning Association
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Citigroup Pty Limited (#238098)
- Commenced
- Dec. 1, 2018
- Ceased
- March 23, 2022
- Status
- Current
- Licence Holder
- Mercer Financial Advice (australia) Pty ltd (#411766)
- Commenced
- April 17, 2024
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
- Aug. 10, 2015
- Ceased
- Feb. 10, 2018
- Status
- Ceased
- Licence Holder
- Paradigm Wealth Advisors Pty Ltd (#232459)
- Commenced
- Nov. 1, 2006
- Ceased
- Oct. 31, 2010
- Status
- Ceased
- Licence Holder
- Superpartners Pty Ltd (#238761)
- Commenced
- March 1, 2012
- Ceased
- Oct. 31, 2014
- Status
- Ceased
- Licence Holder
- Univalue Financial Solutions Pty Ltd (#464487)
- Commenced
- Oct. 15, 2014
- Ceased
- Aug. 9, 2015