Financial Adviser
· SYDNEY, NSW
Steven Wong
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246915
Steven Wong is a financial adviser based in Sydney, New South Wales, with 10 years of experience in the financial services industry. Steven is currently authorised under Lifespan Financial Planning Pty Ltd. Steven 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 Commerce (Accounting) from The University of Western Sydney.
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
2002
Bachelor of Commerce (Accounting)
The University of Western Sydney
2007
Diploma Of Financial Services (Financial Planning)
Finsia
2013
Self Managed Super Funds
Kaplan
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only. Not authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register