Rui Shi Financial Planner Report

Name:
Rui Shi

Rep Number:
000455808

Status:
Current

First Advice:
2014

Disciplinary action:
No action

Most Recent Role:
2015-06-04 onwards

Licensee
Name:

Number:
000231139

ABN:
65 003 900 169

Controlled By:

Appointed By
Name:
Commonwealth Financial Planning Limited

Licence Number:
000231139

ABN:
65 003 900 169

May advise on following product areas:
Non-basic Deposit Products
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
Mentor Education
Diploma of Financial Planning
Curtin University of Technology
Master of Commerce (Accounting)
University of New South Wales
Master of Commerce (Finance)

Memberships
Financial Planning Association of Australia (FPA)