Financial Adviser · NEUTRAL BAY, NSW

Sungjin Ko

NEUTRAL BAY, NSW
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001241409
Currently at
Cremorne, NSW (firm address)

Sungjin Ko is a financial adviser based in Neutral Bay, New South Wales, with 10 years of experience in the financial services industry since 2016. Sungjin is currently authorised under Life Money Co Services. Sungjin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sungjin's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2012
Graduate Certificate in Applied Finance
Kaplan
2015
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
2016
SMSF Accreditation
Pinnacle
2025
Ethics and Professionalism in Financial Advice FPC002B
Ethics - Kaplan Higher Education Pty Ltd

Registration History

Apr 2020 - Present Current
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Jun 2018 - Apr 2020 Ceased
Superannuation includes Self-Managed Superannuation
A.C.N. 140 520 225 PTY LTD
Jul 2016 - Jun 2018 Ceased
BALLAST FINANCIAL MANAGEMENT PTY LTD
Apr 2016 - Jul 2016 Ceased

Source: ASIC Financial Advisers Register