Zongqi Xie Financial Planner Report

Name:
Zongqi Xie

Rep Number:
001245920

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2017-02-23 onwards

Licensee
Name:

Number:
000246638

ABN:
14 076 093 680

Controlled By:

Appointed By
Name:
Obp Financial Planning Pty Ltd

Licence Number:
001243670

ABN:
50 612 810 723

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
Curtin University of Technology
Bachelor of Commerce
Curtin University of Technology
Diploma of Commerce
AAMC Training Group
Diploma of Finance & Mortgage Broking Management
Integrity Education Group
Diploma of Financial Planning
Integrity Education Group
Diploma of Financial Services

Memberships
Finance Brokers Association of Australia Limited
Institute of Public Accountants (IPA)
The Tax Institute