Financial Adviser
· BURSWOOD, WA
Si Bee Ong
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000385786
Si Bee Ong is a financial adviser based in Burswood, Western Australia, with 16 years of experience in the financial services industry. Si is currently authorised under Matrix Planning Solutions Limited. Si 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 Business Administration from Universiti Kebangsaan, Malaysia.
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
1995
Bachelor of Business Administration
Universiti Kebangsaan, Malaysia
1996
Malaysian Futures & Options Registered Represetnative Examination
Malaysina Institute of Futures & Options
2005
Diploma of Financial Services (Financial Planning)
FPA Australia
2009
Self Managed Superannuation Funds Course
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education