Joseph He – Financial Adviser

Adviser identifying number: 276764
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: AMP FINANCIAL PLANNING PTY LIMITED
Licence number: 232706
Licensee’s ABN: 89051208327
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 16/12/2008
The date the Financial Adviser ceased the appointment: 20/08/2013
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

  • Advanced Diploma – Financial Planning – Pinancle
  • Bachelor Degree – Accounting – Shanghai Business College
  • Diploma – Business Management – Western Sydney University
  • Diploma – Financial Planning – Integratec
  • Diploma – Financial Services Mortgage Broking – Mortgage and Finance Association of Australia

Relevant memberships of professional bodies or industry associations: Finance Brokers Association of Australia (FBAA)

Joseph He is authorised to provide advices on following products: