Financial Adviser
· SYDNEY, NSW
Donghong He
No disciplinary history on record with ASIC
SYDNEY,
NSW
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000371196
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through Sentry Advice
About Donghong He
Donghong He is a financial adviser based in Sydney, New South Wales, with 16 years of experience in the financial services industry since 2010. Donghong works at Wealth Strategies, which is licensed through Sentry Advice. Donghong holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Donghong's qualifications include a Master of Applied Finance from Macquarie University. Donghong is a member of The Finance Brokers Association of Australia (FBAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2005
Master of Applied Finance
Macquarie University
2007
Graduate Diploma of Financial Planning
Finsia
2011
Margin Lending and Geared Investments
Kaplan
2011
Self Managed Superannuation Fund
Kaplan
Registration History
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register