David Wong – Financial Adviser

Adviser identifying number: 1002657
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2005

Name of the licence holder: HSBC BANK AUSTRALIA LIMITED
Licence number: 232595
Licensee’s ABN: 48006434162
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/07/2010
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: HSBC BANK AUSTRALIA LIMITED
Authorised Representative identifying number: 232595
Authorised Representative’s ABN: 48006434162

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Advance Diploma of Financial Services (Financial Planning) – Kaplan Education
• Advance Diploma of Financial Services (Financial Planning) – Kaplan Education
• Diploma of Financial Services (Financial Planning) – Kaplan Education
• Diploma of Financial Services (Financial Planning) – Kaplan Education

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Financial Planning Association of Australia (FPA)

David Wong is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation