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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
Margin Lending and Gearing Strategies
Wealth Management
Fixed Interest and Cash Management
Stockbroking
Portfolio Administration
Superannuation Advice
Qualifications and Professional Affiliations
Master of Business Administration (MBA)
Graduate Diploma in Applied Finance and Investment
Bachelor of Commerce
Bachelor of Economics
Associations
FINSIA
Competencies
Securities
Managed Investments
Generic
Life Insurance
Superannuation
Financial Planning
Derivatives Level 1
Margin Lending
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.
