Financial Adviser
· NORTH SYDNEY, NSW
Jacky Ng
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005627
About Jacky Ng
Jacky Ng is a financial adviser based in North Sydney, New South Wales, with 12 years of experience in the financial services industry since 2014. Jacky is currently authorised under Fortnum Advice. Jacky holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacky's qualifications include a Certified Financial Planner from Financial Planning Association of Australia (FPA). 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce (Accounting & 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
2017
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2018
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register