Chris Wong – Financial Adviser

Adviser identifying number: 1006301
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.
Licence number: 236776
Licensee’s ABN: 62006940923
Licence controlled by: TAKUMI FAMILY PTY LTD ATF TAKUMI SARAFOV FAMILY TRUST

The date the Financial Adviser commenced the appointment: 31/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AUSTRALIAN PRIVATE CAPITAL ADVISORY SERVICES PTY. LTD.
Authorised Representative identifying number: 236776
Authorised Representative’s ABN: 62006940923

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 – International Institute of Technology Pty Ltd (IIT)
• Bachelor of Economics – La Trobe University

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• Institute of Public Accountants (IPA)
• SMSF Association

Chris 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
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility