Yu Zhang Financial Planner Report

Name:
Yu Zhang

Rep Number:
001251926

Status:
Current

First Advice:
2016

Disciplinary action:
No action

Most Recent Role:
2017-02-13 onwards

Licensee
Name:

Number:
000235656

ABN:
30 096 205 604

Appointed By
Name:
Fino Point Asset Management Pty Ltd

Licence Number:
001251924

ABN:
64 614 498 976

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
Miscellaneous Financial Investment Products - MDA Services
Securities
Superannuation

Qualifications
Macquarie University
Master of Applied Finance
Macquarie University Applied Finance Centre
RG146 Accreditation