Zoe Wan

Zoe Wan is a skilled financial professional currently serving as a Superannuation Adviser at HESTA since April 2022. Prior experience includes roles as an Associate Adviser/Advice Process Manager at Switzer Financial Group and various positions at Commonwealth Bank, ranging from Advice Remediation Case Manager to Customer Service Specialist. Zoe began her career at HSBC as a Personal Banking Representative. Educational credentials include a Bachelor of Commerce with a double major in Finance and Marketing from UNSW, an Advanced Diploma of Financial Planning from Mentor Education, and a Diploma of Financial Planning from Kaplan Australia. Zoe has also completed the FASEA Exam and is listed on the ASIC Financial Advisers Register as an Authorized Representative. Additional professional development includes ongoing studies in Ethics and Professionalism in Financial Advice.