Financial Adviser · SYDNEY, NSW

Jason Kwong

20 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000327631

Jason Kwong is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Jason is currently authorised under Alliance Wealth Pty Ltd. Jason 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 Management from Macquarie University. Jason is a member of Financial Advice Association of Australia (FAAA) and MFAA - Mortgage & Finance Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice on self managed super funds

Authorised to provide tax financial advice services

Qualifications and Training

2000

Master of Management

Macquarie University

2002

Master of Business Administration

Macquarie University

2008

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2008

Self Managed Superannuation Funds Course

Kaplan Professional

2009

Certificate IV in Financial Services (Finance/Mortgage Broking)

MFAA

2010

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2020

Economics and Legal Context for Financial Planning Course (FPC001B)

Regulation & Legal Obligations - Kaplan Higher Education

2020

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2021

Client Engagement Skills Course (FPC007B)

Behavioural Finance - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Dec 2020 - Present Current

Not authorised to provide advice on self managed super funds

Akumin Financial Planning Pty Limited

Jul 2008 - Dec 2020 Ceased

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