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Jacob Zhang

Lionsgate Financial Group Pty Ltd

Bronze
2 Yrs Experience
Kellyville, NSW 2155

with totally over 12 years' experience in the financial sector and 8 years' experience specialised in the financial planning including Industry Superfund, Deloitte and listing Financial Company, Jacob brings comprehensive and solid expertise on the financial strategy construction, partifularly in Insurance/Superannuation/EducationBond/Investment Etc. With more focus on the client strategy review and implement as the both planner and practice manager, Jacob will provide the more care and patience as well as provide the best solution.

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2024
  • Years of experience 2
  • Highest qualifications
    • Master of Commerce (Finance)
    • Master of Professional Accounting
  • Languages spoken
    • English
    • Mandarin

Lionsgate Financial Group Pty Ltd

12 Harry Gilbank Way
Kellyville, NSW 2155

Meeting methods

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

Licensed by

Lionsgate Financial Group Pty Ltd

AFSL 342766