Financial Adviser
· MOSMAN, NSW
Jenny Wong
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000408771
Jenny Wong is a financial adviser based in Mosman, New South Wales, with 17 years of experience in the financial services industry. Jenny is currently authorised under Minchin Moore Private Wealth Pty Ltd. Jenny 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 of Australia Limited. Jenny 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
1996
Bachelor of Commerce Major in Accounting and Finance
University of New South Wales
2001
Diploma of Financial Planning
Financial Advice Association of Australia Limited
2005
Self Managed Superannuation Fund
Kaplan Higher Education Pty Limited
2009
SDIA Derivatives Accreditation Program
Securities & Derivatives Industry Association
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2021
Certified Financial Planner
Financial Advice Association of Australia Limited
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
Source: ASIC Financial Advisers Register