Financial Adviser · SOUTHBANK, VIC

Timothy Brian Wong Fok Lung

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001272723

Timothy Brian Wong Fok Lung is a financial adviser based in Southbank, Victoria, with 8 years of experience in the financial services industry. Timothy is currently authorised under Affinity Accountants Pty Ltd. Timothy holds authorisations to advise on smsf, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from University of Melbourne. Timothy is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2017
Bachelor of Commerce
University of Melbourne
2018
RG146 Accountants Essential Advice
Integrity Education gGroup
2018
SMSF Core Course
DBA
2020
Chartered Accountants Australia New Zealand (Grad Dip of Chartered Accounting)
CAANZ
2021
FASEA (Financial Planning) Exam
FASEA
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Superannuation and Retirement Advice (Capstone course)
Kaplan Professional

Registration History

Oct 2024 - Present Current
Dec 2018 - Jun 2023 Ceased

Source: ASIC Financial Advisers Register