Haipeng Xu Financial Planner Report

Name:
Haipeng Xu

Rep Number:
001256250

Status:
Current

First Advice:
2017

Disciplinary action:
No action

Most Recent Role:
2017-07-07 onwards

Licensee
Name:

Number:
000451289

ABN:
32 164 927 708

Controlled By:

Appointed By
Name:
Moneysherpa Pty Ltd

Licence Number:
000451289

ABN:
32 164 927 708

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
Securities
Superannuation

Qualifications
Mentor Education
Diploma in Financial Planning
University of South Australia
Master of Commerce

Memberships
Chartered Accountants Australia and New Zealand (CA)
Tax Institute