Yu Zhang – Financial Adviser

Adviser identifying number: 1251926
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: BAILEY ROBERTS GROUP PTY. LIMITED
Licence number: 235656
Licensee’s ABN: 30096205604
Licence controlled by:

The date the Financial Adviser commenced the appointment: 13/02/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: FINO POINT ASSET MANAGEMENT PTY LTD
Authorised Representative identifying number: 1251924
Authorised Representative’s ABN: 64614498976

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:

• Master of Applied Finance – Macquarie University
• RG146 Accreditation – Macquarie University Applied Finance Centre

Relevant memberships of professional bodies or industry associations:

Yu Zhang 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services