Yat Hei Wong – Financial Adviser
Adviser identifying number: 327746
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008
Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:
The date the Financial Adviser commenced the appointment: 14/07/2008
The date the Financial Adviser ceased the appointment: 04/11/2011
Name of the Authorised Representative: YAT HEI WONG
Authorised Representative identifying number: 000327746
Authorised Representative’s ABN:
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:
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Relevant qualifications and training:
- Advanced Diploma of Financial Services (Financial Planning) – Kaplan
- Bachelor of Business (Accountancy) – Queensland University of Technology
- Bachelor of Information Technology – Queensland University of Technology
- Diploma of Financial Services (Financial Planning) – Tribeca
- Margin Lending and Geared Investments – Kaplan
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Yat Hei Wong is authorised to provide advices on following products: