The Financial Planning Association of Australia The Financial Planning Association of Australia

Shanghai Zhang, AFP®

Name Shanghai Zhang AFP®
Company Pinnacle Advisory Services Group Pty Ltd
Address 96 Level 5,
330 Wattle St.
Ultimo, NSW 2007
Phone 02 92815311
Mobile 0417412850
Languages Cantonese,Mandarin

Since he first joined the financial industry in 1988, Shanghai Zhang (张正海) has been fully committed to helping clients find the right products that will meet a genuine need, at an affordable price which is fully explained, fully understood and regularly reviewed.
The many performance awards won by him during the last 24 illustrious years include: Top 20 Personal Superannuation National Award, Top 20 Personal Insurance Products National Award and the International Quality Award issued by Life Insurance Marketing & Research Association of USA. He has been a columnist for the Australian Chinese Weekly for 14 years. Through his well-received writings on subjects covering personal insurance, superannuation, investments and the regulatory financial planning industry in Australia, he has played a major role in raising the level of financial literacy of the Chinese speaking community in Australia. He was invited specially to speak at the Third, Fourth, Fifth and Sixth World-wide Chinese Life Insurance Congress. He was a Member of the Program Committee for the AFA National Conference of Australia in 2001 and Moderator for the Con-current Sections. Since 2007 he has been a Chairman of Australian Chinese Financial Planners.
In recognition of his significant contributions to the Chinese community and the insurance industry, Shanghai Zhang was listed in the “Who’s Who of Overseas Chinese” and “Who’s Who in Asian Community of Australia”.

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