Financial Adviser
· NORTH SYDNEY, NSW
Nicholas Wong
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268421
Nicholas Wong is a financial adviser based in North Sydney, New South Wales, with 8 years of experience in the financial services industry. Nicholas is currently authorised under Madison Financial Group Pty Ltd. Nicholas holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Professional. Nicholas is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Services Institute of Australasia (FINSIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Margin Lending Personal Advice
Kaplan Professional
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2022
Master of Financial Planning
Kaplan Professional