Financial Adviser · WEST END, QLD

Henry Heng Li Do

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000324018

Henry Heng Li Do is a financial adviser based in West End, Queensland, with 18 years of experience in the financial services industry. Henry is currently authorised under Charter Financial Planning Limited. Henry 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 Master of Financial Planning from Griffith University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Commerce
Griffith University
2007
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2013
Margin Lending
Kaplan Higher Education Pty Limited
2013
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2014
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2017
Master of Financial Planning
Griffith University

Registration History

Jun 2015 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
Sep 2012 - Jun 2015 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Mar 2012 - Jun 2012 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Sep 2010 - Mar 2012 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
Apr 2008 - Aug 2010 Ceased

Source: ASIC Financial Advisers Register