Financial Adviser
· SYDNEY, NSW
Debbie Wong
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000553
Debbie Wong is a financial adviser based in Sydney, New South Wales, with 30 years of experience in the financial services industry. Debbie is currently authorised under Alliance Wealth Pty Ltd. Debbie 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Debbie 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning (8 units)
FPA Australia
2008
Self Managed Superannuation Funds Course
Kaplan Professional
2010
Margin Lending and Geared Investments Course
Kaplan Professional
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education