Helen Hao Ying Song – Financial Adviser
Adviser identifying number: 1253829
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Licence number: 234527
Licensee’s ABN: 11005357522
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
The date the Financial Adviser commenced the appointment: 01/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
Authorised Representative identifying number: 234527
Authorised Representative’s ABN: 11005357522
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 – Kaplan Professional Pty Ltd
- Bachelor of Commerce – University of Melbourne
- Diploma of Financial Planning – Kaplan Professional Pty Ltd
- Foreign Exchange – Tier 1 – Kaplan Professional Pty Ltd
- Tier 2 – Deposit Products and General Insurance – Kaplan Professional Pty Ltd
Relevant memberships of professional bodies or industry associations:
Helen Hao Ying Song is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Foreign Exchange Contracts
- 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
- Miscellaneous Financial Facility / Miscellaneous Financial Investment Products