Financial Adviser
· MULGRAVE, VIC
Wilson Fung
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001249717
Wilson Fung is a financial adviser based in Mulgrave, Victoria, with 10 years of experience in the financial services industry. Wilson is currently authorised under House Of Wealth Financial Planning Pty Ltd. Wilson 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 Commence from Deakin University. Wilson is a member of Australian Institute of Company Directors (AICD), CPA Australia (CPA), National Tax and Accountants Association (NTAA) and SMSF Association.
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
1996
Bachelor of Commence
Deakin University
2000
CPA
CPA Australia
2016
Diploma of Financial Planning
Mentor Education
2023
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