Financial Adviser · HAWTHORN, VIC

Chi Hanh On

HAWTHORN, VIC

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000341542

Currently at

Bg Private Clients

Hawthorn, VIC (firm address)

View firm profile

Chi Hanh On is a financial adviser based in Hawthorn, Victoria, with 18 years of experience in the financial services industry since 2008. Chi is currently authorised under Bg Wealth Management, operating through Bg Private Clients. Chi holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Chi's qualifications include a Advanced Diploma of Financial Planning from Kaplan. Chi is a member of CPA Australia (CPA).

Authorised to Advise On

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

Restrictions: Derivatives, Finance broking, other credit activities, aged care and Managed Discretionary Accounts.

Authorised to provide tax financial advice services

Qualifications and Training

1993

Certificate IV in Accounting

Dandenong TAFE

1996

Business

- Victoria University

2008

Diploma of Financial Services

CPA Australia

2024

Advanced Diploma of Financial Planning

Kaplan

2025

Ethics & Professionalism in Financial Planning

Kaplan

Registration History

Bg Wealth Management Pty Ltd

Oct 2017 - Present Current

Derivatives, Finance broking, other credit activities, aged care and Managed Discretionary Accounts.

MAGNITUDE GROUP PTY LTD

Apr 2012 - Sep 2017 Ceased

Count Financial Limited

Sep 2009 - Mar 2012 Ceased

Source: ASIC Financial Advisers Register