Alvin Wong Financial Planner Report

Name:
Alvin Wong

Rep Number:
000316313

Status:
Current

First Advice:
2007

Disciplinary action:
No action

Most Recent Role:
2015-03-01 onwards

Licensee
Name:

Number:
000326450

ABN:
59 130 288 578

Controlled By:

Appointed By
Name:
Wealthsure Financial Services Pty Ltd

Licence Number:
000326450

ABN:
59 130 288 578

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
PS146
Advanced Diploma of Financial Planning
The University of Queensland
Bachelor of Commerce
PS146
Diploma of Financial Planning
ASX Listed Products Accreditation Course (LPAC)
LPAC Online Pty Ltd
Kaplan
Self Managed Superannuation Funds