Financial Adviser · SYDNEY, NSW

Jonathan Chong

20 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000315354

Jonathan Chong is a financial adviser based in Sydney, New South Wales, with 20 years of experience in the financial services industry. Jonathan is currently authorised under Synchron Advice Pty Ltd. Jonathan 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 Bachelor of Commerce in Finance from The University of New South Wales. Jonathan 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 Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Commerce in Finance

The University of New South Wales

1997

Bachelor of Law

University of New South Wales (NSW)

2000

Graduate Diploma in Applied Finance and Investment

Securities Institute

2006

Diploma of Financial Services (Financial Planning)

Tribeca

2007

Advanced Diploma of Financial Services (Financial Planning)

Tribeca

2011

Margin Lending and Geared Investments

Kaplan Education Pty Limited

2015

Self Managed Superannuation Funds

Kaplan Education Pty Ltd

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Education Pty Ltd

Registration History

Synchron Advice Pty Ltd

Sep 2019 - Present Current

Charter Financial Planning Limited

Jun 2010 - Sep 2019 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Sep 2009 - Jun 2010 Ceased

Source: ASIC Financial Advisers Register