Boqi Zhang Financial Planner Report

Name:
Boqi Zhang

Rep Number:
001252411

Status:
Current

First Advice:
2017

Disciplinary action:
No action

Most Recent Role:
2017-02-14 onwards

Licensee
Name:

Number:
000240813

ABN:
19 009 145 555

Controlled By:

Appointed By
Name:
Morgan Stanley Wealth Management Australia Pty Ltd

Licence Number:
000240813

ABN:
19 009 145 555

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Securities

Qualifications
Shanghai Jiaotong University School of Mathematics
Bachelor of Science (Mathematics)
Stockbrokers Association of Australia
Core 1 Securities & Managed Investments Accreditation Program
Stockbrokers Association of Australia
Margin Lending Accreditation Program
University of New South Wales
Master of Commerce (Financial Econometrics)
University of New South Wales
Master of Philosophy (Banking and Finance)