Financial Adviser
· ADELAIDE, SA
William Jialu Cheng
No disciplinary history on record with ASIC
ADELAIDE,
SA
8
Years experience
ASIC Registered · ADV 001267932
About William Jialu Cheng
William Jialu Cheng is a financial adviser based in Adelaide, South Australia, with 8 years of experience in the financial services industry since 2018. William is currently authorised under Shenton. William holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. William's qualifications include a Bachelor of Accounting from La Trobe University. William is a member of National Tax Accountants Association.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Qualifications and Training
2008
Diploma of Business Administration
La Trobe University
2016
Bachelor of Accounting
La Trobe University
2016
Diploma of Financial Planning
21683 Menton Education Pty Ltd
2020
FASEA Financial Adviser (Ethics) Exam
Australian Council for Educational Research (ACER)