Yelu Dong – Financial Adviser

Adviser identifying number: 1240220
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: HNW PLANNING PTY LTD
Licence number: 225216
Licensee’s ABN: 42083745055
Licence controlled by: HNW GROUP HOLDINGS PTY LIMITED

The date the Financial Adviser commenced the appointment: 16/03/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HNW PLANNING PTY LTD
Authorised Representative identifying number: 225216
Authorised Representative’s ABN: 42083745055

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 (Accounting) – Griffith University
• Certificate IV in Financial Services (Finance/Mortgage Broking) – International Institute of Technology
• Diploma of Financial Services (Financial Planning) – Kaplan Professional
• Master of Commerce (Financial Planning) – Griffith University

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Services Institute of Australasia (FINSIA)
• Institute of Financial Accountants (IFA)
• Institute of Public Accountants (IPA)

Yelu Dong is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• 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