Financial Adviser
· KELLYVILLE RIDGE, NSW
Cho Kei Kwong
No disciplinary history on record with ASIC
KELLYVILLE RIDGE,
NSW
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000289649
About Cho Kei Kwong
Cho Kei Kwong is a financial adviser based in Kellyville Ridge, New South Wales, with 21 years of experience in the financial services industry since 2005. Cho is currently authorised under Lifespan Financial Planning. Cho holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Cho's qualifications include a Master of Finance from Royal Melbourne Institute of Technology. Cho 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Master of Finance
Royal Melbourne Institute of Technology
2004
Diploma of Financial Services (Financial Planning)
FPA
2007
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2007
Self Managed Superannuation Funds
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional