Financial Adviser · SYDNEY, NSW

Daniel Wong

SYDNEY, NSW
11 Years experience
ASIC Registered · ADV 001273842
Practice
Sydney, NSW (practice address on ASIC register)
Licensed through 38th Parallel

About Daniel Wong

Daniel Wong is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Daniel works at Mintwell Capital, which is licensed through 38th Parallel. Daniel holds authorisations to advise on superannuation, life insurance investments, managed investments and securities. Daniel's qualifications include a Bachelor of Commerce from University of Wollongong.

Authorised to Advise On

Superannuation Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Qualifications and Training

2010
Bachelor of Commerce
University of Wollongong
2015
Diploma of Financial Planning
Monarch

Registration History

Jul 2022 - Present Current
Feb 2015 - Jun 2024 Ceased
JB MARKETS PTY LTD
Feb 2011 - Dec 2014 Ceased

Source: ASIC Financial Advisers Register