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- Ching Pong Jeffrey Chien
Ching Pong Jeffrey Chien
- Name
- Ching Pong Jeffrey Chien
- ID
- 1272947
- ABN
- –
- First Provided Advice
- 2018
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Melbourne
- 2015 - Chartered Financial Analyst - Professional Designations - CFA Institute
- 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
- 2018 - DFP5v4 Tax for Financial Advising - Other - Kaplan Education Pty Ltd
- 2019 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Education Pty Ltd
- 2019 - TASACLv2 Commercial Law - Other - Kaplan Education Pty Ltd
- 2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
- 2023 - SMSF Regulations and Taxation - Other - Kaplan Education Pty Ltd
- 2023 - SMSF Specialist Advisor - Professional Designations - SMSF Association
- 2025 - Margin Lending Specialist - Certificate (AQF 1-4) - Kaplan Education Pty Ltd
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Chartered Financial Analyst Institute (CFA Institute)
- Financial Advice Association of Australia (FAAA)
- SMSF Association
Licencee
- Status
- Ceased
- Licence Holder
- Count Financial Limited (#227232)
- Commenced
- Dec. 21, 2018
- Ceased
- Feb. 25, 2020
- Status
- Ceased
- Licence Holder
- William Buck Wealth Advisors (nsw) Pty Ltd (#240769)
- Commenced
- Jan. 22, 2020
- Ceased
- Feb. 1, 2022
- Status
- Current
- Licence Holder
- Viridian Advisory Pty ltd (#476223)
- Commenced
- March 10, 2022
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities