Jia HE

Name
Jia HE
ID
325737
ABN
First Provided Advice
2008

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
Cabot Square Financial Planning Pty Ltd (#303510)
Commenced
May 20, 2008
Ceased
Jan. 21, 2013
Status
Ceased
Licence Holder
Climb Wealth Pty Ltd (#409424)
Commenced
Jan. 20, 2017
Ceased
June 4, 2018
Status
Ceased
Licence Holder
Libertas Financial Planning Pty Ltd (#429718)
Commenced
Jan. 18, 2013
Ceased
May 27, 2014
Status
Ceased
Licence Holder
Spectrum Wealth Advisers Pty Ltd (#334400)
Commenced
June 5, 2018
Ceased
June 30, 2019
Status
Ceased
Licence Holder
Spectrum Wealth Advisers Pty Ltd (#334400)
Commenced
June 11, 2014
Ceased
Jan. 20, 2017
Status
Ceased
Licence Holder
Wealth Today Pty Ltd (#340289)
Commenced
July 16, 2019
Ceased
April 22, 2020