Zongqi Xie – Financial Adviser

Adviser identifying number: 1245920
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: CAPSTONE FINANCIAL PLANNING PTY LTD
Licence number: 223135
Licensee’s ABN: 24093733969
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/08/2016
The date the Financial Adviser ceased the appointment: 20/02/2017
Name of the Authorised Representative: OBP FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 001243670
Authorised Representative’s ABN: 50612810723

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 – Curtin University of Technology
• Diploma of Commerce – Curtin University of Technology
• Diploma of Finance & Mortgage Broking Management – AAMC Training Group
• Diploma of Financial Planning – Integrity Education Group
• Diploma of Financial Services – Integrity Education Group

Relevant memberships of professional bodies or industry associations:

• Finance Brokers Association of Australia Limited
• Institute of Public Accountants (IPA)
• The Tax Institute

Zongqi Xie is authorised to provide advices on following products: