Daniel Cheung Email & Phone Number
Partner - PSK Private Wealth @ PSK Private Wealth
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Daniel Cheung Location
- Wollongong, NSW, AU
Daniel Cheung Work
- 2023 -now Partner - PSK Private Wealth @
- 2021 -2023 Private Client Adviser @
- 2020 -2021 Head of Advice @ EISS Super
- 2020 -2020 Manager of Financial Planning @ EISS Super
- 2017 -2019 Regional Manager @
- 2016 -2017 Advice Manager @
- 2012 -2016 Senior Certified Financial Planner @
- 2010 -2012 Senior Financial Planner and Business Advice Manager @ KeyStone Advice Partners
- 2006 -2011 Senior Certified Financial Planner @ Finance Control
- 2004 -2008 Investment Consultant and Advisor @
- 2001 -2003 Paraplanner @ ODonnell Hennessy
- 1999 -2001 Investment Analyst @ Bailey Roberts
Daniel Cheung Education
- Kaplan Professional
Ethics and Professionalism in Financial Services (Financial Planning and Services)
2020-2021 - FASEA
FASEA Advisor Exam
2019-2019 - Kaplan Professional
CFP
2009-2011 - Kaplan Australia
Advanced Diploma of Financial Planning
2006-2008 - Kaplan Australia
Diploma of Financial Planing
2005-2006 - Kaplan Australia
Graduate Diploma of Applied Finance and Investments
2001-2003 - University of Western Sydney
Bachelor of Commerce (B.Com.) (Economics and Finance)
1995-1999 - St Josephs Collegue 1993-1995
- Edmund Rice College
- University of Wollongong 1996
Daniel Cheung Summary
- Daniel Cheung, based in Wollongong, NSW, AU, is currently a Partner - PSK Private Wealth at PSK Private Wealth. Daniel Cheung brings experience from previous roles at PSK Private Wealth, EISS Super and StatePlus. Daniel Cheung holds a 2020 - 2021 Ethics and Professionalism in Financial Services in Financial Planning and Services @ Kaplan Professional. Daniel Cheung has 2 emails and 1 mobile phone numbers on RocketReach.
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