Jia He – Financial Adviser

Adviser identifying number: 325737
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: LIBERTAS FINANCIAL PLANNING PTY LTD
Licence number: 429718
Licensee’s ABN: 27160419134
Licence controlled by:

The date the Financial Adviser commenced the appointment: 18/01/2013
The date the Financial Adviser ceased the appointment: 27/05/2014
Name of the Authorised Representative: JIA HE
Authorised Representative identifying number: 000325737
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:

• CPA Program – CPA Australia
• Diploma of Financial Planning – KAPLAN
• Diploma of Mortgage Broking – KAPLAN
• Master of accounting – Macquarie University

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Mortgage and Finance Association of Australia

Jia He is authorised to provide advices on following products: