Nellie Chen Fung
Financial Adviser in Ivanhoe, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000332598
- Location
- Ivanhoe VIC 3079
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 27 November 2008
- First provided advice
- 2008
- Qualifications
- Bachelor of Accounting, Chartered Association of Certified Accountants, United Kingdom (1997); Diploma of Financial Services (Financial Planning), Mentor Education (2007); 5 Unit CFP Certification Program, Financial Planning Association of Australia (FPA) (2008); Margin Lending and Geared Investments, Kaplan Professional (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Nellie Chen Fung
Nellie Chen Fung is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ivanhoe, Victoria (adviser number 000332598).
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 27 November 2008.
According to the register, Nellie first provided financial advice in 2008. The qualifications listed for Nellie include Bachelor of Accounting (Chartered Association of Certified Accountants, United Kingdom, 1997), Diploma of Financial Services (Financial Planning) (Mentor Education, 2007) and 5 Unit CFP Certification Program (Financial Planning Association of Australia (FPA), 2008). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is Nellie Chen Fung a registered financial adviser?
Yes. Nellie Chen Fung is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000332598.
Which licensee does Nellie Chen Fung work under?
Count Financial Limited, Australian financial services licence 227232.
What can Nellie Chen Fung 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.