Jason Choi Financial Planner Report

Name:
Jason Young Choi

Rep Number:
000306668

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2014-09-23 onwards

Location:
Burwood, Sydney, NSW, 2134

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

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

Qualifications
The University of NSW
Bachelor of Commerce
FINSIA
Graduate Diploma of Financial Planning

Memberships
CFP - Certified Financial Planner (FPA)
Financial Planning Association of Australia (FPA)
MFAA