Financial Adviser
· SYDNEY, NSW
Wilton Kwan Yun Wong
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000284675
Wilton Kwan Yun Wong is a financial adviser based in Sydney, New South Wales, with 22 years of experience in the financial services industry. Wilton is currently authorised under Fortnum Private Wealth Ltd. Wilton 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 Higher Education Pty Limited. Wilton is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2011
Margin Lending and Geared Investments
Kaplan
2012
Advanced Diploma in Financial Services (Financial Planning) FNS60404
Kaplan
2019
FPC008
Other - Kaplan
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B-Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register