Jason Young Choi
Financial Adviser in Epping, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000306668
- Location
- Epping NSW 2121
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 23 September 2014
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, The University of New South Wales (2003); Graduate Diploma of Financial Planning, FINSIA (2008); FPC002B, Kaplan Higher Education (2020)
- Memberships
- CFP - Certified Financial Planner (FPA); MFAA
- 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 Young Choi
On the Financial Advisers Register kept by ASIC, Jason Young Choi appears as a current financial adviser in Epping, New South Wales, adviser number 000306668.
The licensee Jason advises under is Personal Financial Services Ltd (AFS licence 234459). That authorisation dates from 23 September 2014.
The register records 2006 as the year Jason first provided financial advice. Qualifications and training on file include Bachelor of Commerce (The University of New South Wales, 2003), Graduate Diploma of Financial Planning (FINSIA, 2008) and FPC002B (Kaplan Higher Education, 2020). Jason is recorded as a member of CFP – Certified Financial Planner (FPA) and MFAA.
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 Young Choi a registered financial adviser?
Yes. Jason Young Choi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000306668.
Which licensee does Jason Young Choi work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Jason Young Choi 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.