Gary Seng Mun Wong – Financial Adviser

Adviser identifying number: 1001941
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1992

Name of the licence holder: SWISS FINANCIAL CONSULTANTS PTY LTD
Licence number: 256436
Licensee’s ABN: 39093330128
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SWISS FINANCIAL CONSULTANTS PTY LTD
Authorised Representative identifying number: 256436
Authorised Representative’s ABN: 39093330128

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:

• Bachelor of Economics – University of Tasmania
• Diploma of Financial Planning – Deakin Boxhill
• Margin Lending – Australian Stock Exchange
• Options Trading – Stock Exchange of Australia
• Securities Institute of Australia – ASX FINSIA

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Goverance Institute (Finsia)
• Institute of Chartered Secretaries n Administrators (ICSA)
• Institute of Managed Account Providers (IMAP)

Gary Seng Mun Wong is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Derivatives
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Life Products / Life Products – Consumer Credit Insurance Only
• Managed Investment Schemes / MDA Services
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services