Financial Adviser
· APPLECROSS, WA
Hean-sing Koay
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000302791
Hean-sing Koay is a financial adviser based in Applecross, Western Australia, with 20 years of experience in the financial services industry. Hean-sing is currently authorised under Design Advisory Group Pty Ltd. Hean-sing 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. Hean-sing is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Bachelor of Commerce (Finance & Marketing)
Curtin University
2003
Graduate Diploma of Financial Planning
Securities Institute
2011
Certified Financial Planner
Financial Planning Association
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
LONSDALE FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register