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  3. Ronald Ming Wah Cheung

Ronald Ming Wah Cheung

Name
Ronald Ming Wah Cheung
ID
273777
ABN
–
First Provided Advice
2004
Restrictions
Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1995 - Bachelor of Business - Bachelor Degree (AQF 7) - Queensland University of Technology
  • 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Tribeca Learning (Aust) Pty Limited
  • 2005 - Diploma of Financial Services (Financial Planning) - - Tribeca Learning (Aust) Pty Limited
  • 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CPA Australia (CPA)

Licencee

Status
Ceased
Licence Holder
Mgd Wealth Ltd (#222600)
Commenced
Aug. 4, 2017
Ceased
Aug. 23, 2024
Status
Current
Licence Holder
Findex Advice Services Pty ltd (#243253)
Commenced
Sept. 16, 2024

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
Status
Ceased
Licence Holder
Four Points Financial Services Pty Ltd (#311396)
Commenced
Nov. 25, 2011
Ceased
Nov. 12, 2015
Status
Ceased
Licence Holder
Professional Investment Services Pty Ltd (#234951)
Commenced
Oct. 6, 2006
Ceased
Nov. 25, 2011
Status
Ceased
Licence Holder
RI Advice Group Pty Ltd (#238429)
Commenced
Nov. 13, 2015
Ceased
Aug. 4, 2017