
Financial Planner Profile
Name: Chris Chung
Qualifications: Griffith University
Degree NameBachelor’s Degree Field Of StudyBachelor of Commerce (Accelerated Double Major: Accounting and Financial Planning)
Dates attended or expected graduation 2012 – 2013
Activities and Societies: Member of AMP Statement of Advice Challenge, Member of Griffith Honors College, Griffith University Consultant, Griffith Pro-Vice Chancellor Scholarship
Director and Financial Adviser
Company Name Forté Wealth Management
Dates Employed Oct 2017 – Present
Financial Planner
Company Name Commonwealth Bank
Dates Employed Oct 2016 – Oct 2017
Personal Financial Advisor
Company Name Bankwest
Dates Employed May 2016 – Oct 2016
Financial Servicing Planner
Company Name Commonwealth Bank
Dates Employed Apr 2015 – May 2016
Accounting Consultant
Company Name REI Master
Dates Employed Jan 2014 – Mar 2015
Documents:
- Financial Services Guide
- Financial Advisers Register
Financial Planning Services:
- Estate PlanningWealth Management
- Financial Planning
- Portfolio Management
- Investment Strategy