Chung-Ying Chiong
MBA BCom BEcon CFP® GradDipAppFin
Senior Client Adviser
My core objective is to create, preserve and maximise wealth through effective financial management and by providing clear and considered investment advice and strategy.
Chung started her career in the financial industry at ANZ Bank. She joined Morgans in 1997. Her areas of practice now span from advising on direct share investments through to financial planning. She incorporates a wide range of knowledge and skills, supported by her financial industry qualifications.
Investment Style
Chung has a particular interest in long-term portfolio construction, using both direct investment and managed funds. She focuses on building sustainable portfolios and capital protection when deriving a reliable and consistent income stream for retirees. Chung takes care in the initial detailed analysis of a client's situation to ensure she develops appropriate strategies.
Services and Specialties
Stockbroking
Wealth Management
Superannuation Advice
Portfolio Administration
Fixed Interest and Cash Management
Margin Lending and Gearing Strategies
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Master of Business Administration (MBA)
Bachelor of Commerce
Bachelor of Economics
Graduate Diploma in Applied Finance and Investment
Associations
No items found.
Competencies
Life Insurance
Managed Investments
Margin Lending
Securities
Derivatives Level 1
Financial Planning
Generic
Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
