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