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 Planning Services:

  • Estate PlanningWealth Management
  • Financial Planning

  

  • Portfolio Management
  • Investment Strategy