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Weidong Zhang

Financial Adviser

Global Fortune Management Pty Ltd
Mckinnon, VIC 3204

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About

Weidong Zhang is an ASIC-registered financial adviser dedicated to helping clients in McKinnon, VIC, and across Australia achieve their financial goals. With over two decades of experience in the financial services industry, Weidong combines his extensive knowledge with a commitment to providing personalized and ethical advice. Weidong holds an Advanced Diploma of Financial Services (Financial Planning) from Holmesglen Institute and a Master of Economics from Sichuan University. He has also completed specialist training in margin lending, geared investments, and self-managed superannuation funds. His commitment to ongoing professional development is demonstrated by his completion of Ethics and Professionalism in Financial Advice training. Weidong is a proud member of the Financial Advice Association of Australia (FAAA) and the Mortgage and Finance Association of Australia (MFAA). Authorised to provide advice on a comprehensive range of financial products, Weidong can assist with superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. His holistic approach ensures that all aspects of your financial well-being are considered. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Weidong Zhang today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation strategies Retirement planning Wealth accumulation Risk management Investment advice Insurance solutions SMSF advice

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000517686

Verify on ASIC Register

Authorised Representative Number

000337606

Verify on MoneySmart Register

Frequently Asked Questions

What services does Weidong Zhang offer?

Weidong Zhang provides a range of financial services including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice.

What qualifications does Weidong Zhang have?

Weidong Zhang holds an Advanced Diploma of Financial Services (Financial Planning), a Master of Economics, and has completed specialist training in margin lending, SMSFs, and ethics in financial advice.

How does Weidong Zhang approach financial planning?

Weidong Zhang takes a holistic approach, considering all aspects of your financial situation to create a personalized plan tailored to your specific goals and needs.

What can I expect during my first meeting with Weidong Zhang?

During your initial consultation, Weidong Zhang will discuss your current financial situation, your goals, and your risk tolerance to determine the best course of action for your financial future.

Is Weidong Zhang a member of any professional organizations?

Yes, Weidong Zhang is a member of the Financial Advice Association of Australia (FAAA) and the Mortgage and Finance Association of Australia (MFAA).

Get in Touch

Contact Weidong directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.