Ko-Chu Penny Chen
Financial Adviser in Upper Mount Gravatt, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000358398
- Location
- Upper Mount Gravatt QLD 4122
- Licensee
- Miq Private Wealth Pty Ltd (AFSL 504773)
- Authorised since
- 13 August 2018
- First provided advice
- 2010
- Qualifications
- Bachelor of Business (International Business), Queensland University of Technology (1997); Master of Business (Professional Accounting), Queensland University of Technology (1998); CPA Program, CPA Australia Ltd (2005); Diploma of Financial Services (Financial Planning), RG146 Training Australia Pty Ltd (2008); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2010); Advanced Diploma of Financial Planning, RG146 Training Australia Pty Ltd (2013); Self Managed Superannuation Funds, RG146 Training Australia Pty Ltd (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code), Education IT Solutions Pty Ltd (2025)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending, derivatives
- Restriction
- Excludes MDA Services
- Tax (financial) advice
- Yes
- Register status
- Current
About Ko-Chu Penny Chen
On the Financial Advisers Register kept by ASIC, Ko-Chu Penny Chen appears as a current financial adviser in Upper Mount Gravatt, Queensland, adviser number 000358398.
Ko-Chu provides advice as an authorised representative of Miq Private Wealth Pty Ltd, which holds Australian financial services licence 504773. The current authorisation started on 13 August 2018.
The register records 2010 as the year Ko-Chu first provided financial advice. The qualifications listed for Ko-Chu include Bachelor of Business (International Business) (Queensland University of Technology, 1997), Master of Business (Professional Accounting) (Queensland University of Technology, 1998) and CPA Program (CPA Australia Ltd, 2005). Ko-Chu is recorded as a member of CPA Australia (CPA).
Ko-Chu 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.
The register adds a condition to this authorisation: “Excludes MDA Services.”
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Questions people ask
Is Ko-Chu Penny Chen a registered financial adviser?
Yes. Ko-Chu Penny Chen is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000358398.
Which licensee does Ko-Chu Penny Chen work under?
Miq Private Wealth Pty Ltd, Australian financial services licence 504773.
What can Ko-Chu Penny Chen give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "Excludes MDA Services."