JACK NGO

Licensee: FIRST SAMUEL LIMITED

JACK NGO (Adviser# 001001377) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 1, 2013.

Adviser Overview

Register Name Financial Advisers
Adviser Name JACK NGO
Adviser Number 001001377
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2013
Financial Service (AFS) Licence Licence# 000225405
FIRST SAMUEL LIMITED
Licence ABN 51086243567
Adviser Start Date 2013-07-01
Appointing Representative Name FIRST SAMUEL LIMITED
Appointing Representative Number 000225405
Appointing Representative ABN 51086243567
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • JACK NGO
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce University of Melbourne
Bachelor of Laws University of Melbourne
Certified Financial Planner FPA
Master of Wealth Management Deakin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000225405 FIRST SAMUEL LIMITED 2013-07-01 - FIRST SAMUEL LIMITED

Licensee Information

Licence Name FIRST SAMUEL LIMITED
Licence Number 000225405
Licence ABN 51086243567

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JENNY LOUISE FORBES First Samuel Limited Current 2016-07-01
CHRIS TSATRAFILIS First Samuel Limited Current 2014-03-03
SIMON PAUL DEVLIN First Samuel Limited Current 2008-05-01
NICOLA CATHERINE HILL First Samuel Limited Current 2007-12-03

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
JENNY LOUISE FORBES First Samuel Limited Current 2016-07-01
CHRIS TSATRAFILIS First Samuel Limited Current 2014-03-03
SIMON PAUL DEVLIN First Samuel Limited Current 2008-05-01
NICOLA CATHERINE HILL First Samuel Limited Current 2007-12-03

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.