Shu Zheng He
YORKLAND FINANCIAL SERVICES PTY LIMITED · Sydney NSW 2000 · Advising since 2004
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000276764
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative YORKLAND FINANCIAL SERVICES PTY LIMITED (no. 000333087)Since 19 May 2021
- Principal business address
- Sydney NSW 2000
- First year providing advice
- 2004
- Can provide tax (financial) advice
- Yes
- Memberships
- Finance Brokers Association of Australia (FBAA)
- Further restrictions
- Not authorised to provide advice on Self-Managed Super Funds.
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Derivatives
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMay 2021 – presentALLIANCE WEALTH PTY LTD · AFSL 449221Through authorised representative YORKLAND FINANCIAL SERVICES PTY LIMITED (no. 000333087)
- CEASEDAug 2013 – May 2021APOGEE FINANCIAL PLANNING PTY LTD · AFSL 230689
- CEASEDDec 2008 – Aug 2013AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
- CEASEDJun 2004 – May 2008AVENUE CAPITAL MANAGEMENT PTY LTD · AFSL 232406
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy · 2013 · Advanced Diploma (AQF 6)
RG146 ASIC Margin Lending Met
MLC ThreeSixty · 2013 · Other
Diploma of Financial Services (FP) FNB50802
Kaplan Australia · 2003 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Shu Zheng He claims the profile.
Reviews
Not yet reviewed
No client has reviewed Shu Zheng He on Souffle yet.
Contacting Shu Zheng He
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
YORKLAND FINANCIAL SERVICES PTY LIMITED
Authorised by ALLIANCE WEALTH PTY LTD · AFSL 449221
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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