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:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
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: