Jie Zhu
ZURICH ASSURE AUSTRALIA PTY LIMITED · North Sydney NSW 2060 · Advising since 2010
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000407508
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ZURICH ASSURE AUSTRALIA PTY LIMITED · AFSL 538863Since 1 February 2023
- Principal business address
- North Sydney NSW 2060
- First year providing advice
- 2010
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Life risk insurance products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTFeb 2023 – presentZURICH ASSURE AUSTRALIA PTY LIMITED · AFSL 538863
- CEASEDAug 2022 – Jan 2023BOMBORA ADVICE PTY LTD · AFSL 439065Through authorised representative ZURICH ASSURE AUSTRALIA PTY LIMITED (no. 001297408)
- CEASEDMar 2019 – Jul 2022AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED · AFSL 234527
- CEASEDJul 2018 – Feb 2019ELKCORP PTY LTD · AFSL 413980
- CEASEDApr 2015 – May 2018CITIGROUP PTY LIMITED · AFSL 238098
- CEASEDOct 2012 – Apr 2015WESTPAC BANKING CORPORATION · AFSL 233714
- CEASEDSep 2012 – Apr 2015WESTPAC FINANCIAL SERVICES LIMITED · AFSL 233716
- CEASEDJul 2011 – Jul 2012BKS MARKETS PTY LTD · AFSL 292464
- CEASEDNov 2010 – Sep 2012ELKCORP PTY LTD · AFSL 413980
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Profesional · 2019 · Bridging Course - Ethics
Margin lending
Kaplan Professional · 2015
Margin Lending
Kaplan Professional · 2014 · Other
Self Managed Superannuation Fund
Kaplan Professional · 2014
Advanced Diploma of Financial Planning
Kaplan Professional · 2013
Advanced Diploma of Financial Planning
Kaplan Professional · 2013 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Kaplan Profesional · 2011 · Diploma (AQF 5)
Master of Applied Finance
Macquarie University · 2008
Master of Applied Finance
Macquarie University · 2008 · Masters Degree (AQF 9)
Bachelor of Commerce (Accounting)
Macquarie University · 2007
Bachelor of Commerce (Accounting)
Macquarie University · 2007 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jie Zhu claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jie Zhu on Souffle yet.
Contacting Jie Zhu
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ZURICH ASSURE AUSTRALIA PTY LIMITED · AFSL 538863
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Jie Zhu claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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