Catherine Ann Wong Doo
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003718
- Location
- Sydney NSW 2000
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 30 June 2016
- First provided advice
- 1997
- Qualifications
- Bachelor of Commerce (Finance and Marketing), The University of New South Wales (1995); 8 unit Diploma of Financial Planning, Financial Advice Association of Australia Limited (1997); Postgraduate Diploma in Management, Macquarie University (2001); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Catherine Ann Wong Doo
Catherine Ann Wong Doo is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001003718).
The licensee Catherine advises under is Jbwere Ltd (AFS licence 341162). The current authorisation started on 30 June 2016.
According to the register, Catherine first provided financial advice in 1997. Qualifications and training on file include Bachelor of Commerce (Finance and Marketing) (The University of New South Wales, 1995), 8 unit Diploma of Financial Planning (Financial Advice Association of Australia Limited, 1997) and Postgraduate Diploma in Management (Macquarie University, 2001). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Catherine Ann Wong Doo a registered financial adviser?
Yes. Catherine Ann Wong Doo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003718.
Which licensee does Catherine Ann Wong Doo work under?
Jbwere Ltd, Australian financial services licence 341162.
What can Catherine Ann Wong Doo give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; foreign exchange contracts.