Benny Wong – Financial Adviser

Adviser identifying number: 461568
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 10/07/2014
The date the Financial Adviser ceased the appointment: 04/02/2016
Name of the Authorised Representative: SENSE TO DOLLARS PTY LTD
Authorised Representative identifying number: 000461315
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:

  • ASX Securities – Kaplan
  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan
  • Bachelor of Science – University of NSW
  • Diploma of Financial Services (Financial Planning) – Kaplan
  • Self Managed Super Fund Course – Kaplan

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

Benny Wong is authorised to provide advices on following products: