John Kuo
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003833
- Location
- Sydney NSW 2000
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 1 April 2022
- First provided advice
- 2003
- Qualifications
- Commercial Law FIN1010, Monash University (1995); Bachelor of Arts/Bachelor of Business (Banking and Finance), Monash University (1997); Diploma of Financial Planning, Mentor Education Group (2012); Certified Financial Planner, Financial Planning Association of Australia (2018); Self Managed Superannuation Funds, Kaplan Professional (2020); Ethics and Professionalism in Financial Advice, Kaplan Professional (2021)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities.
- Tax (financial) advice
- Yes
- Register status
- Current
About John Kuo
John Kuo is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001003833.
The licensee John advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). That authorisation dates from 1 April 2022.
The register records 2003 as the year John first provided financial advice. Qualifications and training on file include Commercial Law FIN1010 (Monash University, 1995), Bachelor of Arts/Bachelor of Business (Banking and Finance) (Monash University, 1997) and Diploma of Financial Planning (Mentor Education Group, 2012). John is recorded as a member of Financial Advice Association of Australia (FAAA).
John is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “This authorised representative is only authorised to give class of product advice in relation to Securities.”
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Questions people ask
Is John Kuo a registered financial adviser?
Yes. John Kuo is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003833.
Which licensee does John Kuo work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can John Kuo 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities."