Financial Adviser
· WEST END, QLD
Alvin Wong
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000316313
Alvin Wong is a financial adviser based in West End, Queensland, with 19 years of experience in the financial services industry. Alvin is currently authorised under Lifespan Financial Planning Pty Ltd. Alvin 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 from The University of Queensland.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
The University of Queensland
2004
Bachelor of Engineering
The University of Queensland
2007
Diploma of Financial Service (Financial Planning)
Mentor Education
2008
Advance Diploma of Financial Service (Financial Planning)
Mentor Education
2011
Margin Lending and Geared Investments
Kaplan
2012
Self Managed Superannuation Funds
Kaplan
2014
Accreditation program
ASX Listed Products Accreditation Course
Registration History
RG AFSL PTY LTD
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register