Financial Adviser
· SOUTH YARRA, VIC
Phillip Wong
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001310063
Phillip Wong is a financial adviser based in South Yarra, Victoria, with 1 year of experience in the financial services industry. Phillip is currently authorised under Iwm Advisors Australia Pty Ltd. Phillip 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 Professional Accounting from Monash University. Phillip is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Superannuation excludes SMSF advice
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Economics
ANU
2008
Master of Professional Accounting
Monash University
2019
Bachelor of Commerce
Deakin University
2022
Graduate Diploma of Financial Planning
Deakin University