Ying HE

Name: Ying HE
ID: 1265938
ABN: –
First Provided Advice: 2018
Restrictions: 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.

Qualifications

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

2009 - Bachelor of Business (Financial Risk Management) - Bachelor Degree (AQF 7) - Victoria University
2011 - Master of Applied Finance (Finance) - Masters Degree (AQF 9) - Monash University
2015 - Master of Analytics - Masters Degree (AQF 9) - RMIT University
2019 - Certified Financial Planner - Graduate Diploma (AQF 8) - Financial Planning Association of Australia
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan

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