Financial Adviser
· EDGECLIFF, NSW
Aaron Jen Keat Chew
No disciplinary history on record with ASIC
EDGECLIFF,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000408833
About Aaron Jen Keat Chew
Aaron Jen Keat Chew is a financial adviser based in Edgecliff, New South Wales, with 15 years of experience in the financial services industry since 2011. Aaron is currently authorised under Bongiorno Wealth Management. Aaron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Aaron's qualifications include a Bachelor of Commerce (Accounting and Finance) from The University of Sydney. Aaron is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Commerce (Accounting and Finance)
The University of Sydney
2007
Bachelor of Laws
The University of Sydney
2011
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2012
Advanced Diploma of Financial Services (Financial Planning)
International Institute of Technology Pty Ltd (IIT)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
STRATEGIC WEALTH SOLUTIONS PTY LIMITED
Source: ASIC Financial Advisers Register