Ying He is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. Ying is currently authorised under Shadforth Financial Group Limited. Ying 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 Certified Financial Planner from Financial Planning Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Margin Lending
Restrictions: Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
Authorised to provide tax financial advice services
Registration History
Jun 2023 - Present
Current
Securities: adviceis limited to approved model portfolios, direct equities and Exchange-Traded Products (ETPs) (including Exchange-Traded Funds (ETFs)) only.
Sep 2021 - Aug 2022
Ceased
Mar 2021 - Aug 2021
Ceased
This Authority permits the person to provide the financial services specified under the direct supervision of a Private Wealth Adviser (PWA) who is a registered Tax (financial) adviser, or in the case of written advice, where it has been checked and countersigned by a PWA who is a registered Tax (financial) adviser before issue. Can provide advice in Superannuation except for Self Managed Superannuation Funds.
May 2019 - Nov 2020
Ceased
Jul 2018 - Feb 2019
Ceased
This authority permits the person to provide the financial services specified under the direct supervision of Private Client Adviser (PCA) who is a registered Tax (financial) adviser, or in the case of written advice, where the advice is countersigned by a PCA who is a registered Tax (financial) adviser before issue.Can provide advice in Superannuation except for Self Managed Superannuation Funds.
Source: ASIC Financial Advisers Register