DAVID KUOK LEONG CHONG
Financial Adviser · Calamvale, QLD
📚 Qualifications & Training
2007 - Bachelor of Business - Bachelor Degree (AQF 7) - University of Technology Sydney
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Pinnacle Financial Services Academy
2018 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2019 - Self Managed Superannuation Fund Adviser (Personal Advice) - Other - Mentor Education
2023 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
🏢 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.