Charles Choong Financial Planner Report

Name:
Charles Choong

Rep Number:
000244731

Status:
Current

First Advice:
1989

Disciplinary action:
No action

Most Recent Role:
2003-12-08 onwards

Location:
Melbourne, , VIC, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Professional Investment Services Pty Ltd

Licence Number:
000234951

ABN:
11 074 608 558

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
AAMC
Certificate IV in Financial Services (Finance/Mortgage Broking)
FPA
Certified Financial Planner
Kaplan
Margin Lending
Tower
Self Managed Super Fund Course
Accredited
Superannuation and Retirement Planning

Memberships
Financial Planning Association of Australia (FPA)