Financial Adviser · BAULKHAM HILLS, NSW

Judy Zong

21 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000296179

Judy Zong is a financial adviser based in Baulkham Hills, New South Wales, with 21 years of experience in the financial services industry. Judy is currently authorised under Bluewater Financial Advisors Pty Ltd. Judy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Commerce from University of Western Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Master of Commerce

University of Western Sydney

2014

SMSF

Kaplan

2016

TASA and the TPB Code of Professional Conduct

Kaplan

Registration History

Bluewater Financial Advisors Pty Ltd

Jul 2018 - Present Current

DOVER FINANCIAL ADVISERS PTY LTD

Apr 2017 - Jul 2018 Ceased

Sentry Financial Services Pty Ltd

Jul 2015 - Apr 2017 Ceased

RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.

Nov 2005 - Jul 2015 Ceased

Source: ASIC Financial Advisers Register