Financial Adviser
· CHATSWOOD, NSW
Jacky Ng
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005627
Jacky Ng is a financial adviser based in Chatswood, New South Wales, with 12 years of experience in the financial services industry. Jacky is currently authorised under Fortnum Private Wealth Ltd. Jacky 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 Certified Financial Planner from Financial Advice Association Australia. Jacky is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce in Accounting and Finance
University of New South Wales
2012
Master of Finance
University of New South Wales
2015
Diploma of Financial Planning
Monarch Institute
2016
Advanced Diploma of Financial Planning
Monarch Institute
2018
Certified Financial Planner
Financial Advice Association Australia
2021
FPC002B
Bridging Course - Ethics - Kaplan Higher Education
Registration History
Not authorised to provide personal advice on SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register