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Jesse Zhang

Boman Asset Management

Gold
13 Yrs Experience
Box Hill, VIC 3128

Jesse is Certified Financial Planner®, FASEA approved and licence authorised financial adviser, AFS License responsible manager and member of the Financial Planning Association of Australia. Jesse has broad financial advising, consulting, compliance and risk management experience obtained from working in major banks, tier-one funds manager, trustee services and financial planning boutique businesses.

He graduated from the University of Melbourne with a Master’s degree in Finance, and also holds a Bachelor’s degree in Finance and an Advanced Diploma of Financial Planning. He is passionate about building positive working relationships and trust with his clients and business partners.

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2012
  • Years of experience 13
  • Highest qualification
    • Master of Financial Management
  • Languages spoken
    • Cantonese
    • English
    • Mandarin

Boman Asset Management

'Tenancy D', Level 5, 990 Whitehorse Rd
Box Hill, VIC 3128

Opening hours

  • 9:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Bmyg Capital Pty Ltd

AFSL 505332