Shu Zheng He
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000276764
- Location
- Sydney NSW 2000
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 19 May 2021
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (FP) FNB50802, Kaplan Australia (2003); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2013); RG146 ASIC Margin Lending Met, MLC ThreeSixty (2013)
- Memberships
- Finance Brokers Association of Australia (FBAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds.
- Tax (financial) advice
- Yes
- Register status
- Current
About Shu Zheng He
Shu Zheng He is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 000276764).
Shu provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 19 May 2021.
According to the register, Shu first provided financial advice in 2004. The qualifications listed for Shu include Diploma of Financial Services (FP) FNB50802 (Kaplan Australia, 2003), Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy, 2013) and RG146 ASIC Margin Lending Met (MLC ThreeSixty, 2013). Professional memberships recorded: Finance Brokers Association of Australia (FBAA).
Shu is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self-Managed Super Funds.”
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Questions people ask
Is Shu Zheng He a registered financial adviser?
Yes. Shu Zheng He is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276764.
Which licensee does Shu Zheng He work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Shu Zheng He give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds."