Financial Adviser
· EDGEWORTH, NSW
Chee Wai Brendon Leong
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003693
Chee Wai Brendon Leong is a financial adviser based in Edgeworth, New South Wales, with 11 years of experience in the financial services industry. Chee is currently authorised under Spark Advisors Australia Pty Ltd. Chee 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 (CFP) from Financial Planning Association (FPA). Chee 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
Authorised to provide tax financial advice services
Qualifications and Training
2012
Bachelor of Commerce (Accounting)
University of Newcastle
2015
Diploma of Financial Planning FNS50611
Monarch Institute
2018
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional