Hongyi (Henry) He
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001256608
- Location
- Sydney NSW 2000
- Licensee
- LGT Wealth Management Limited (AFSL 231127)
- Authorised since
- 29 May 2025
- First provided advice
- 2017
- Qualifications
- Bachelor of Commerce (Professional Accounting), Macquarie University (2012); Diploma of Financial Planning, Kaplan Professional (2017); Advanced Diploma of Financial Planning, Kaplan (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Hongyi (Henry) He
Hongyi (Henry) He is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001256608).
The licensee Hongyi advises under is LGT Wealth Management Limited (AFS licence 231127). That authorisation dates from 29 May 2025.
According to the register, Hongyi first provided financial advice in 2017. Qualifications and training on file include Bachelor of Commerce (Professional Accounting) (Macquarie University, 2012), Diploma of Financial Planning (Kaplan Professional, 2017) and Advanced Diploma of Financial Planning (Kaplan, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and foreign exchange contracts. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Hongyi (Henry) He a registered financial adviser?
Yes. Hongyi (Henry) He is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001256608.
Which licensee does Hongyi (Henry) He work under?
LGT Wealth Management Limited, Australian financial services licence 231127.
What can Hongyi (Henry) He give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; foreign exchange contracts.