Financial Adviser
· MELBOURNE, VIC
Sandy Mei-ching Wong
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001259446
Sandy Mei-ching Wong is a financial adviser based in Melbourne, Victoria, with 16 years of experience in the financial services industry. Sandy is currently authorised under Australian Executor Trustees Limited. Sandy holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional Education. Sandy is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2016
Margin Lending Accreditation Program
Stockbrokers Association of Australia
2017
SMSF Specialist Advisor
SMSF Association
2020
Accredited Listed Product Adviser Program
Kaplan Professional
2020
FASEA Financial Adviser Exam
FASEA
2020
Professionalism and Ethics
Ethics - Deakin University
2020
TASACLv2 Commercial Law
Kaplan Professional
2020
Tax for Financial Advising (Short Answer Exam)
Kaplan Professional
2022
Accredited Aged Care Professional
Aged Care Steps
2023
Graduate Diploma of Financial Planning
Kaplan Professional Education