Jonathan Chong
Financial Adviser in Sydney, New South Wales, Australia
Review Jonathan Chong
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 number000315354
- Location
- Sydney NSW 2000
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 9 September 2019
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce in Finance, The University of New South Wales (1997); Bachelor of Law, University of New South Wales (NSW) (1997); Graduate Diploma in Applied Finance and Investment, Securities Institute (2000); Diploma of Financial Services (Financial Planning), Tribeca (2006); Advanced Diploma of Financial Services (Financial Planning), Tribeca (2007); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2015); Ethics and Professionalism in Financial Advice, Kaplan Education Pty Ltd (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); MFAA - Mortgage & Finance Association of Australia
- 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 Jonathan Chong
On the Financial Advisers Register kept by ASIC, Jonathan Chong appears as a current financial adviser in Sydney, New South Wales, adviser number 000315354.
The licensee Jonathan advises under is Synchron Advice Pty Ltd (AFS licence 243313). That authorisation dates from 9 September 2019.
According to the register, Jonathan first provided financial advice in 2006. Qualifications and training on file include Bachelor of Commerce in Finance (The University of New South Wales, 1997), Bachelor of Law (University of New South Wales (NSW), 1997) and Graduate Diploma in Applied Finance and Investment (Securities Institute, 2000). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and MFAA – Mortgage & Finance Association of Australia.
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 Jonathan Chong here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Jonathan Chong a registered financial adviser?
Yes. Jonathan Chong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000315354.
Which licensee does Jonathan Chong work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Jonathan Chong 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.