Helen Cheng – Financial Adviser

Adviser identifying number: 247400
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: BONGIORNO WEALTH MANAGEMENT PTY LTD
Licence number: 345313
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BONGIORNO WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000345313
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advanced Diploma of Financial Planning – Pinnacle Financial Services Academy
• Bachelor of Business (Accounting) – RMIT
• CPA Program – CPA Australia
• Certificate IV Finance & Mortgage Broking – Australis College (formerly Intellitrain)
• Graduate Diploma of Business Information Technology – Swinburne University

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Helen Cheng is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility