Cho Kei Kwong
Financial Adviser in Kellyville Ridge, New South Wales, Australia
Review Cho Kei Kwong
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000289649
- Location
- Kellyville Ridge NSW 2155
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 15 October 2020
- First provided advice
- 2005
- Qualifications
- Master of Finance, Royal Melbourne Institute of Technology (1998); Diploma of Financial Services (Financial Planning), FPA (2004); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2007); Self Managed Superannuation Funds, Kaplan Professional (2007); Margin Lending and Geared Investments, Kaplan Professional (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Cho Kei Kwong
Cho Kei Kwong is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Kellyville Ridge, New South Wales (adviser number 000289649).
The licensee Cho advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 15 October 2020.
According to the register, Cho first provided financial advice in 2005. Qualifications and training on file include Master of Finance (Royal Melbourne Institute of Technology, 1998), Diploma of Financial Services (Financial Planning) (FPA, 2004) and Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Cho Kei Kwong here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Cho Kei Kwong a registered financial adviser?
Yes. Cho Kei Kwong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000289649.
Which licensee does Cho Kei Kwong work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Cho Kei Kwong give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.