Financial Adviser
· ULTIMO, NSW
Jonathan Sien Mun Wu
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328483
Jonathan Sien Mun Wu is a financial adviser based in Ultimo, New South Wales, with 15 years of experience in the financial services industry. Jonathan is currently authorised under Personal Financial Services 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 (Commercial Law and Accounting) from University of Sydney. Jonathan is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce (Commercial Law and Accounting)
University of Sydney
2007
Financial Planner AFP
FPA
2008
Diploma of Financial Services
Kaplan
2011
CPA
CPA Australia
2012
Financial Planning Specialist
CPA Australia