Financial Adviser
· BEAUMARIS, VIC
Jason Chew
No disciplinary history on record with ASIC
BEAUMARIS,
VIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000343467
About Jason Chew
Jason Chew is a financial adviser based in Beaumaris, Victoria, with 17 years of experience in the financial services industry since 2009. Jason is currently authorised under Count Financial Limited, operating through Count Financial. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy.
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
2009
Diploma of Financial Services (Financial Planning)
Traineeship Management Australia (TMA)
2010
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2015
Self Managed Superannuation Funds
Kaplan Professional
2018
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2019
Ethics and Professionalism in Financial AdviceK
Ethics - Kaplan Professional
2024
Accredited Listed Product Adviser Program
Kaplan Professional
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
Not authorised to provide personal advice on SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register