Financial Adviser
· PERTH, WA
Ka Ming Kwok
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000361149
Ka Ming Kwok is a financial adviser based in Perth, Western Australia, with 16 years of experience in the financial services industry. Ka is currently authorised under Interprac Financial Planning Pty Ltd. Ka 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 Master of Business Administration from University of Western Australia.
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
2006
Bachelor of Commerce (Economics & Finance)
Curtain University of Technology
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Margin Lending & Geared Investments
Kaplan Higher Education Pty Limited
2014
Master of Business Administration
University of Western Australia
2014
Self Managed Superannuation Funds
Colonial First State Investments Limited
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
NEO FINANCIAL SOLUTIONS PTY LTD
Source: ASIC Financial Advisers Register