Benny Wong Financial Planner Report

Name:
Benny Wong

Rep Number:
000461568

Status:
Current

First Advice:
2009

Disciplinary action:
No action

Most Recent Role:
2016-02-05 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000234951

ABN:
11 074 608 558

Controlled By:

Appointed By
Name:
Vista Wealth Pty Ltd

Licence Number:
001239059

ABN:
73 610 378 455

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

Qualifications
Kaplan
ASX Securities
Kaplan
Advanced Diploma of Financial Services (Financial Planning)
University of NSW
Bachelor of Science
Kaplan
Diploma of Financial Services (Financial Planning)
Kaplan
Self Managed Super Fund Course

Memberships
Association of Financial Advisers (AFA)