Judy Zong
Financial Adviser in Baulkham Hills, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000296179
- Location
- Baulkham Hills NSW 2153
- Licensee
- Bluewater Financial Advisors Pty Ltd (AFSL 411846)
- Authorised since
- 1 July 2018
- First provided advice
- 2005
- Qualifications
- Master of Commerce, University of Western Sydney (2005); SMSF, Kaplan (2014); TASA and the TPB Code of Professional Conduct, Kaplan (2016)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Judy Zong
Judy Zong is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Baulkham Hills, New South Wales (adviser number 000296179).
Advice is given under the Australian financial services licence of Bluewater Financial Advisors Pty Ltd, licence number 411846. The current authorisation started on 1 July 2018.
According to the register, Judy first provided financial advice in 2005. Qualifications and training on file include Master of Commerce (University of Western Sydney, 2005), SMSF (Kaplan, 2014) and TASA and the TPB Code of Professional Conduct (Kaplan, 2016).
Judy 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.
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Questions people ask
Is Judy Zong a registered financial adviser?
Yes. Judy Zong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000296179.
Which licensee does Judy Zong work under?
Bluewater Financial Advisors Pty Ltd, Australian financial services licence 411846.
What can Judy Zong 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.