Financial Adviser
· IVANHOE, VIC
Nellie Chen Fung
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000332598
Nellie Chen Fung is a financial adviser based in Ivanhoe, Victoria, with 18 years of experience in the financial services industry. Nellie is currently authorised under Count Financial Limited. Nellie 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 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Nellie 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
1997
Bachelor of Accounting
Chartered Association of Certified Accountants, United Kingdom
2007
Diploma of Financial Services (Financial Planning)
Mentor Education
2008
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education