Peng Zhao – Financial Adviser

Adviser identifying number: 435648
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2013

Name of the licence holder: OAKWEST HOLDINGS PTY LTD
Licence number: 222266
Licensee’s ABN: 17054918295
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: OAKWEST HOLDINGS PTY LTD
Authorised Representative identifying number: 222266
Authorised Representative’s ABN: 17054918295

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:

  • Master of Professional Accounting – University of New South Wales
  • RG146 – Superannuation – Kaplan
  • Self Managed Superaannuation Fund Adviser – SMSFA

Relevant memberships of professional bodies or industry associations:

Peng Zhao is authorised to provide advices on following products:

  • Superannuation