Patrick Cheng Financial Planner Report

Name:
Patrick Cheng

Rep Number:
001003419

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2014-06-19 onwards

Licensee

Appointed By
Name:
Australia And New Zealand Banking Group Limited

Licence Number:
000234527

ABN:
11 005 357 522

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
Kaplan
Advanced Diploma Financial Services (Financial Planning)
Tribeca
Diploma Financial Services (Financial Planning)

Memberships
Financial Planning Association of Australia (FPA)