Financial Adviser · SYDNEY, NSW

Shu Zheng He

22 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000276764

Shu Zheng He is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Shu is currently authorised under Alliance Wealth Pty Ltd. Shu holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Planning from Pinnacle Financial Services Academy. Shu is a member of Finance Brokers Association of Australia (FBAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Government Bonds Margin Lending

Restrictions: Not authorised to provide advice on Self-Managed Super Funds.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Services (FP) FNB50802

Kaplan Australia

2013

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy

2013

RG146 ASIC Margin Lending Met

MLC ThreeSixty

Registration History

Alliance Wealth Pty Ltd

May 2021 - Present Current

Not authorised to provide advice on Self-Managed Super Funds.

APOGEE FINANCIAL PLANNING PTY LTD

Aug 2013 - May 2021 Ceased

Akumin Financial Planning Pty Limited

Dec 2008 - Aug 2013 Ceased

AVENUE CAPITAL MANAGEMENT PTY LTD

Jun 2004 - May 2008 Ceased

Source: ASIC Financial Advisers Register