Financial Adviser
· RHODES, NSW
Zequan Henry Chen
No disciplinary history on record with ASIC
RHODES,
NSW
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001313410
About Zequan Henry Chen
Zequan Henry Chen is a financial adviser based in Rhodes, New South Wales, with 1 year of experience in the financial services industry since 2025. Zequan is currently authorised under Fortnum Private Wealth. Zequan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Zequan's qualifications include a Bachelor of Commerce (Finance and Financial Planning) from The University of Wollongong.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce (Finance and Financial Planning)
The University of Wollongong
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2024
FPE011 Debt Strategies
Kaplan Higher Education Pty Limited
2026
SuperConcepts Specialist SMSF Course
SuperConcepts
Registration History
Source: ASIC Financial Advisers Register