JONATHAN CHONG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
1997 - Bachelor of Commerce in Finance - Bachelor Degree (AQF 7) - The University of New South Wales
1997 - Bachelor of Law - Bachelor Degree (AQF 7) - University of New South Wales (NSW)
2000 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2007 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca
2011 - Margin Lending and Geared Investments - Other - Kaplan Education Pty Limited
2015 - Self Managed Superannuation Funds - Other - Kaplan Education Pty Ltd
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
MFAA - Mortgage & Finance Association of Australia
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.