Financial Adviser
· BURWOOD, NSW
Susan Wong
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000327488
Susan Wong is a financial adviser based in Burwood, New South Wales, with 18 years of experience in the financial services industry. Susan is currently authorised under Lifespan Financial Planning Pty Ltd. Susan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Susan holds a Certified Financial Planner & LRS from FPA Austrlaia. Susan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
Certified Financial Planner & LRS
FPA Austrlaia