Su Fong Goh
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000337452
- Location
- Adelaide SA 5000
- Licensee
- Morgans Financial Limited (AFSL 235410)
- Authorised since
- 21 January 2016
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce (Accounting, Finance & Systems) Honours, University of NSW (1985); Intensive Course in Financial Planning, CPA Australia (2001); Insurance & Risk Management in Financial Planning, CPA Australia (2002); Certified Financial Planner, Financial Planning Association of Australia (2007); Margin Lending and Geared Investments, Kaplan (2010); TASA and the TPB Code of Professional Conduct, Kaplan (2016); Ethics and Professional Relationships, QUT (2020)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, managed discretionary account services
- Tax (financial) advice
- Yes
- Register status
- Current
About Su Fong Goh
Su Fong Goh is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000337452.
Advice is given under the Australian financial services licence of Morgans Financial Limited, licence number 235410. That authorisation dates from 21 January 2016.
The register records 2001 as the year Su first provided financial advice. The qualifications listed for Su include Bachelor of Commerce (Accounting, Finance & Systems) Honours (University of NSW, 1985), Intensive Course in Financial Planning (CPA Australia, 2001) and Insurance & Risk Management in Financial Planning (CPA Australia, 2002). Professional memberships recorded: CPA Australia (CPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and managed discretionary account services. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Su Fong Goh a registered financial adviser?
Yes. Su Fong Goh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000337452.
Which licensee does Su Fong Goh work under?
Morgans Financial Limited, Australian financial services licence 235410.
What can Su Fong Goh give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; managed discretionary account services.