Financial Adviser
· SYDNEY, NSW
Hongyi (henry) He
No disciplinary history on record with ASIC
SYDNEY,
NSW
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001256608
About Hongyi (henry) He
Hongyi (henry) He is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry since 2017. Hongyi works at LGT Wealth Management, which is licensed through Lgt Wealth Management Limited. Hongyi holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Hongyi's qualifications include a Bachelor of Commerce (Professional Accounting) from Macquarie University. Hongyi is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Professional Accounting)
Macquarie University
2017
Diploma of Financial Planning
Kaplan Professional
2018
Advanced Diploma of Financial Planning
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register