Jonathan Sien Mun Wu
Financial Adviser in Ultimo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000328483
- Location
- Ultimo NSW 2007
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 1 July 2016
- First provided advice
- 2011
- Qualifications
- Bachelor of Commerce (Commercial Law and Accounting), University of Sydney (2007); Financial Planner AFP, FPA (2007); Diploma of Financial Services, Kaplan (2008); Financial Planning Specialist, CPA Australia (2012)
- Memberships
- CPA Australia (CPA); 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan Sien Mun Wu
Jonathan Sien Mun Wu is a financial adviser in Ultimo, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000328483.
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. That authorisation dates from 1 July 2016.
The register records 2011 as the year Jonathan first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Commercial Law and Accounting) (University of Sydney, 2007), Financial Planner AFP (FPA, 2007) and Diploma of Financial Services (Kaplan, 2008). Jonathan is recorded as a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Jonathan is authorised to advise 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 Jonathan Sien Mun Wu a registered financial adviser?
Yes. Jonathan Sien Mun Wu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000328483.
Which licensee does Jonathan Sien Mun Wu work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can Jonathan Sien Mun Wu 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.