Zhiwen Yan
A DE LIBASIC PTY LTD · Chiswick NSW 2046 · Advising since 2018
- 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
- 001272693
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- A DE LIBASIC PTY LTD · AFSL 514156Since 22 September 2025
- Principal business address
- Chiswick NSW 2046
- First year providing advice
- 2018
- Can provide tax (financial) advice
- Yes
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association
- 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.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- 2023
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.
- CURRENTSep 2025 – presentA DE LIBASIC PTY LTD · AFSL 514156
- CEASEDDec 2024 – Aug 20255 WEALTH MANAGEMENT PTY LTD · AFSL 314889
- CEASEDAug 2022 – Dec 2024BRIDGES FINANCIAL SERVICES PTY LIMITED · AFSL 240837
- CEASEDDec 2018 – May 2020FINDEX ADVICE SERVICES PTY LTD · AFSL 243253
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
Accredited Listed Product Adviser Program
Kaplan Australia Pty Limited · 2023 · Other
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Australia Pty Limited · 2020 · Bridging Course - Ethics
Advanced Diploma of Financial Planning
Kaplan Australia Pty Limited · 2019 · Advanced Diploma (AQF 6)
Certifed Financial Planner
Financial Advice Association of Australia Limited (FAAA) · 2019 · Professional Designations
Diploma of Finance and Mortgage Broking Management
Kaplan Australia Pty Limited · 2018 · Diploma (AQF 5)
Diploma of Financial Planning
Kaplan Australia Pty Limited · 2017 · Diploma (AQF 5)
Master of Professional Accounting
University of Technology Sydney · 2017 · Masters Degree (AQF 9)
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 Zhiwen Yan claims the profile.
Reviews
Not yet reviewed
No client has reviewed Zhiwen Yan on Souffle yet.
Contacting Zhiwen Yan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
A DE LIBASIC PTY LTD · AFSL 514156
- 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 Zhiwen Yan 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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