Financial Adviser
· DULWICH, SA
John Ivan Csongei
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244770
John Ivan Csongei is a financial adviser based in Dulwich, South Australia, with 25 years of experience in the financial services industry. John is currently authorised under Wealth Point Pty Ltd. John 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 (Corporate Finance) from University of Adelaide.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce (Corporate Finance)
University of Adelaide
2003
Diploma of Financial Planning
FPA
2005
Certified Practicing Accountant Program
CPA
2025
SuperConcepts Specialist SMSF Course
University of Adelaide
Registration History
Not authorised to provide advice in self managed super funds
Restricted from giving advice in Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register