Financial Adviser
· SYDNEY, NSW
Rodney Chen-wei Kuo
No disciplinary history on record with ASIC
SYDNEY,
NSW
Tax advice
authorised
authorised
ASIC Registered · ADV 001321237
Rodney Chen-wei Kuo is a financial adviser based in Sydney, New South Wales. Rodney is currently authorised under Akambo. Rodney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rodney's qualifications include a -Bachelor of Economics (in Economics and International Relations) from University of New South Wales.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Margin Lending, Derivatives and SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2015
-Bachelor of Economics (in Economics and International Relations)
University of New South Wales
2024
-Graduate Diploma of Financial Planning
Kaplan
2024
FPC006 Tax and commercial law for financial planning
Kaplan
2024
PFC001B Economic and Legal Context for Financial Planning
Kaplan