Jason Chew
Financial Adviser in Beaumaris, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000343467
- Location
- Beaumaris VIC 3193
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 9 October 2023
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Services (Financial Planning), Traineeship Management Australia (TMA) (2009); Advanced Diploma of Financial Services (Financial Planning), Pinnacle Financial Services Academy (2010); Self Managed Superannuation Funds, Kaplan Professional (2015); Fellow Chartered Financial Practitioner (FChFP), Association of Financial Advisers (AFA) (2018); Ethics and Professionalism in Financial AdviceK, Kaplan Professional (2019); Accredited Listed Product Adviser Program, Kaplan Professional (2024)
- 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 Jason Chew
Jason Chew is a financial adviser in Beaumaris, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000343467.
The licensee Jason advises under is Count Financial Limited (AFS licence 227232). The current authorisation started on 9 October 2023.
The register records 2009 as the year Jason first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Traineeship Management Australia (TMA), 2009), Advanced Diploma of Financial Services (Financial Planning) (Pinnacle Financial Services Academy, 2010) and Self Managed Superannuation Funds (Kaplan Professional, 2015).
Jason is authorised to advise 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.
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Questions people ask
Is Jason Chew a registered financial adviser?
Yes. Jason Chew is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000343467.
Which licensee does Jason Chew work under?
Count Financial Limited, Australian financial services licence 227232.
What can Jason Chew 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.