Financial Adviser
· SYDNEY, NSW
Catherine Ann Wong Doo
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003718
Catherine Ann Wong Doo is a financial adviser based in Sydney, New South Wales, with 29 years of experience in the financial services industry. Catherine is currently authorised under Jbwere Ltd. Catherine holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Finance and Marketing) from The University of New South Wales. Catherine is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce (Finance and Marketing)
The University of New South Wales
1997
8 unit Diploma of Financial Planning
Financial Advice Association of Australia Limited
2001
Postgraduate Diploma in Management
Macquarie University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register