Financial Adviser
· SURREY HILLS, VIC
Steven Wong
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000306708
Steven Wong is a financial adviser based in Surrey Hills, Victoria, with 20 years of experience in the financial services industry. Steven is currently authorised under Synchron Advice Pty Ltd. Steven 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 Commerce major in Financial Planning (v1) from Deakin University. Steven is a member of Financial Advice Association of Australia (FAAA).
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
2005
Bachelor of Commerce major in Financial Planning (v1)
Deakin University
2016
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2021
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited