Chin Yun He – Financial Adviser

Adviser identifying number: 403555
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: LIFESPAN FINANCIAL PLANNING PTY LTD
Licence number: 229892
Licensee’s ABN: 23065921735
Licence controlled by: Castleguard Trust

The date the Financial Adviser commenced the appointment: 18/04/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LIFESPAN FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 229892
Authorised Representative’s ABN: 23065921735

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 Commerce – Monash University
• Bachelor of Commerce – Monash University
• Bachelor of Economics Specialising in Accounting, Economics & Finance – Monash University
• Bachelor of Economics, specialising in Accounting, Economics & Finance – Monash University

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Chin Yun He is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Foreign Exchange Contracts
• Government Debentures, Stocks or Bonds
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• FHSA Issued non ADI