Boqi Zhang – Financial Adviser

Adviser identifying number: 1252411
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017

Name of the licence holder: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Licence number: 240813
Licensee’s ABN: 19009145555
Licence controlled by: MORGAN STANLEY SMITH BARNEY HOLDINGS LLC

The date the Financial Adviser commenced the appointment: 14/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MORGAN STANLEY WEALTH MANAGEMENT AUSTRALIA PTY LTD
Authorised Representative identifying number: 240813
Authorised Representative’s ABN: 19009145555

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:

• Bachelor of Science (Mathematics) – Shanghai Jiaotong University School of Mathematics
• Core 1 Securities & Managed Investments Accreditation Program – Stockbrokers Association of Australia
• Margin Lending Accreditation Program – Stockbrokers Association of Australia
• Master of Commerce (Financial Econometrics) – University of New South Wales
• Master of Philosophy (Banking and Finance) – University of New South Wales

Relevant memberships of professional bodies or industry associations:

Boqi Zhang is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Securities
• Margin Lending Facility / Standard Margin Lending Facility