Financial Adviser · UPPER MOUNT GRAVATT, QLD

Ko-chu Penny Chen

16 Years experience

Tax advice
authorised

Currently at

Upper Mount Gravatt, QLD

View firm profile

ASIC Registered · ADV 000358398

Ko-chu Penny Chen is a financial adviser based in Upper Mount Gravatt, Queensland, with 16 years of experience in the financial services industry. Ko-chu is currently authorised under Miq Private Wealth Pty Ltd. Ko-chu 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 Business (Professional Accounting) from Queensland University of Technology. Ko-chu is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Margin Lending

Restrictions: Excludes MDA Services

Authorised to provide tax financial advice services

Qualifications and Training

1997

Bachelor of Business (International Business)

Queensland University of Technology

1998

Master of Business (Professional Accounting)

Queensland University of Technology

2005

CPA Program

CPA Australia Ltd

2008

Diploma of Financial Services (Financial Planning)

RG146 Training Australia Pty Ltd

2010

Margin Lending and Geared Investments

Kaplan Education Pty Limited

2013

Advanced Diploma of Financial Planning

RG146 Training Australia Pty Ltd

2015

Self Managed Superannuation Funds

RG146 Training Australia Pty Ltd

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

2025

Tax Agent Services Act 2009 (TASA), including the Code of Professional Conduct (Code)

Education IT Solutions Pty Ltd

Registration History

Miq Private Wealth Pty Ltd

Aug 2018 - Present Current

Excludes MDA Services

MAGNITUDE GROUP PTY LTD

Jun 2010 - Aug 2018 Ceased

This adviser is authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform

Source: ASIC Financial Advisers Register