Financial Adviser
· MERNDA, VIC
Patrick Jacob Jong
No disciplinary history on record with ASIC
MERNDA,
VIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000303023
About Patrick Jacob Jong
Patrick Jacob Jong is a financial adviser based in Mernda, Victoria, with 16 years of experience in the financial services industry since 2010. Patrick is currently authorised under Synchron Advice, operating through Vero Financial Planning. Patrick holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Patrick's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2011
Advanced Diploma of Financial Services
Kaplan Education Pty Limited
2011
Diploma of Financial Services
Kaplan Education Pty Limited
2021
Diploma of Finance and Mortgage Broking Management
Institute of Strategic Management
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited