Helen Cheng
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247400
- Location
- Melbourne VIC 3004
- Licensee
- Bongiorno Wealth Management Pty Ltd (AFSL 345313)
- Authorised since
- 1 July 2010
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Accounting), Royal Melbourne Institute of Technology (1992); Graduate Diploma of Business Information Technology, Swinburne University of Technology (1993); Certified Practicing Accountants Program, CPA Australia Ltd (1996); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2015); CFP Certification Program, Financial Advice Association of Australia Limited (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2023); SMSF Specialist Advisor Program, SMSF Association Ltd (SMSF) (2023)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA); SMSF Association
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Helen Cheng
Helen Cheng is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000247400).
Advice is given under the Australian financial services licence of Bongiorno Wealth Management Pty Ltd, licence number 345313. The current authorisation started on 1 July 2010.
According to the register, Helen first provided financial advice in 2004. Qualifications and training on file include Bachelor of Business (Accounting) (Royal Melbourne Institute of Technology, 1992), Graduate Diploma of Business Information Technology (Swinburne University of Technology, 1993) and Certified Practicing Accountants Program (CPA Australia Ltd, 1996). Helen is recorded as a member of CPA Australia (CPA), Financial Advice Association of Australia (FAAA) and SMSF Association.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Helen Cheng a registered financial adviser?
Yes. Helen Cheng is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247400.
Which licensee does Helen Cheng work under?
Bongiorno Wealth Management Pty Ltd, Australian financial services licence 345313.
What can Helen Cheng 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; derivatives.