Patrick Zhang Financial Planner Report

Name:
Patrick Zhang

Rep Number:
000298458

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2012-05-17 onwards

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
University of Western Sydney
Bachelor of Business (Applied Finance)
TAFE NSW
Diploma of Business (Banking and Finance)

Memberships
AFA - Association of Financial Advisers