Financial Adviser
· SYDNEY, NSW
Benny Wong
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000461568
Benny Wong is a financial adviser based in Sydney, New South Wales, with 17 years of experience in the financial services industry. Benny is currently authorised under Advice & Wealth Partners Pty Ltd. Benny 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 Bachelor of Science from University of NSW. Benny 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Science
University of NSW
2009
Diploma of Financial Services (Financial Planning)
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2014
Self Managed Super Fund Course
Kaplan
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan