Jie Zhu Financial Planner Report

Name:
Jie Zhu

Rep Number:
001007601

Status:
Current

First Advice:
2010

Disciplinary action:
No action

Most Recent Role:
2015-04-20 onwards

Licensee

Appointed By
Name:
Citigroup Pty Limited

Licence Number:
000238098

ABN:
88 004 325 080

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Superannuation

Qualifications
Kaplan Professional
Advanced Diploma of Financial Planning
Macquarie University
Bachelor of Commerce (Accounting)
Kaplan Professional
Margin lending
Macquarie University
Master of Applied Finance
Kaplan Professional
Self Managed Superannuation Fund

Memberships
Financial Planning Association of Australia (FPA)