Sio Fong Financial Planner Report

Name:
Sio Peng Fong

Rep Number:
000233351

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2012-08-20 onwards

Location:
Burwood, Sydney, NSW, 2134

ABN:
84 729 272 811

Licensee
Name:

Number:
000234665

ABN:
35 002 976 294

Controlled By:

Appointed By
Name:
Charter Financial Planning Limited

Licence Number:
000234665

ABN:
35 002 976 294

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Tribeca
Advanced Diploma of Financial Services (Financial Planning)

Memberships
CFP Certified Financial Planner (FPA)
CFP � Certified Financial Planner (FPA)