Financial Adviser · CHATSWOOD, NSW

Jing Bao

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001256419

Jing Bao is a financial adviser based in Chatswood, New South Wales, with 9 years of experience in the financial services industry. Jing is currently authorised under Fortnum Private Wealth Ltd. Jing 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 in International Finance from University of New South Wales. Jing is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).

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

2007
Bachelor of Commerce in Accounting
University of New South Wales
2009
Master of Commerce in International Finance
University of New South Wales
2014
Diploma of Financial Planning
Monarch Institute
2017
Financial Planning Skills
Griffith University
2025
FPC002B
Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2025
FPC003
Other - Kaplan Higher Education Pty Limited

Registration History

Apr 2022 - Present Current
Aug 2018 - Feb 2022 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jul 2017 - Jul 2018 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register