Financial Adviser
· WEST PERTH, WA
Mei Tak Wong
No disciplinary history on record with ASIC
WEST PERTH,
WA
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000422423
About Mei Tak Wong
Mei Tak Wong is a financial adviser based in West Perth, Western Australia, with 14 years of experience in the financial services industry since 2012. Mei is currently authorised under Inspired Financial Group. Mei holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mei's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Mei 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
Authorised to provide tax financial advice services
Qualifications and Training
2011
Advanced Diploma Financial Services (Financial Planning)
Kaplan Professional
2011
Self Managed Super Funds
Kaplan Professional
2016
Certified Financial Planner
Financial Planning Association of Australia
2017
LRS Life Risk Specialist
Financial Planning Association of Australia
2018
Fellow Chartered Financial Practitioner
AFA
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan