CHO KEI KWONG
Financial Adviser · Kellyville Ridge, NSW
📚 Qualifications & Training
1998 - Master of Finance - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology
2004 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - FPA
2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2007 - Self Managed Superannuation Funds - Other - Kaplan Professional
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.