Financial Adviser
· MELBOURNE, VIC
Jack Ngo
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001377
Jack Ngo is a financial adviser based in Melbourne, Victoria, with 13 years of experience in the financial services industry. Jack is currently authorised under Fortnum Advice Pty Ltd. Jack 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 FPA. Jack 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
2005
Bachelor of Commerce
The University of Melbourne
2005
Bachelor of Laws
The University of Melbourne
2011
Margin Lending and Geared Investments
Kaplan Professional
2011
Master of Wealth Management
Deakin University
2015
Cavendish & ICFS Specialist SMSF course
Cavendish/The University of Adelaide
2015
Certified Financial Planner
FPA
2020
FPC002B
Bridging Course - Ethics - Kaplan Professional