Alvin Wong – Financial Adviser

Adviser identifying number: 316313
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

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: 07/08/2007
The date the Financial Adviser ceased the appointment: 28/02/2015
Name of the Authorised Representative:
Authorised Representative identifying number:
Authorised Representative’s ABN:

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Address:
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Relevant qualifications and training:

• Advanced Diploma of Financial Planning – PS146
• Bachelor of Commerce – The University of Queensland
• Diploma of Financial Planning – PS146
• LPAC Online Pty Ltd – ASX Listed Products Accreditation Course (LPAC)
• Self Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations:

Alvin Wong is authorised to provide advices on following products: