Financial Adviser
· CALAMVALE, QLD
David Kuok Leong Chong
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000436883
David Kuok Leong Chong is a financial adviser based in Calamvale, Queensland, with 13 years of experience in the financial services industry. David is currently authorised under Interprac Financial Planning Pty Ltd. David 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 Certified Financial Planner from Financial Planning Association of Australia. David is a member of Financial Advice Association of Australia (FAAA).
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
2007
Bachelor of Business
University of Technology Sydney
2012
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2018
Certified Financial Planner
Financial Planning Association of Australia
2019
Self Managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register