Financial Adviser
· MELBOURNE, VIC
Charley Wang
No disciplinary history on record with ASIC
MELBOURNE,
VIC
31
Years experience
ASIC Registered · ADV 001009125
Licensee
Melbourne, VIC (licence address on ASIC register)
About Charley Wang
Charley Wang is a financial adviser based in Melbourne, Victoria, with 31 years of experience in the financial services industry since 1995. Charley works at Bell Potter Securities, which is licensed through Bell Potter Securities Limited. Charley holds authorisations to advise on managed investments, securities, derivatives and deposit products. Charley's qualifications include a Master of Applied Finance from Melbourne University.
Authorised to Advise On
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Qualifications and Training
1995
Graduate Diploma of Applied Finance and Investment
FINSIA
1999
ADA Level Two re-accreditation
ASX
2000
General Securities Representative ( Series 7) Exam
National Association of Securities Dealers
2001
Master of Applied Finance
Melbourne University
2020
Ethics and Professionalism in Financial Advice
Kaplan Professional