Xue Zhang Financial Planner Report

Name:
Xue Zhang

Rep Number:
001004237

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2016-09-06 onwards

Licensee
Name:

Number:
000233714

ABN:
33 007 457 141

Controlled By:

Appointed By
Name:
Westpac Banking Corporation

Licence Number:
000233714

ABN:
33 007 457 141

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
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Professional Education
Advanced Diploma of Financial Planning
University of Melbourne
Bachelor of Commerce

Memberships
Financial Planning Association of Australia (FPA)