Jenny Wong – Financial Adviser
Adviser identifying number: 408771
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2009
Name of the licence holder: CRESTONE WEALTH MANAGEMENT LIMITED
Licence number: 231127
Licensee’s ABN: 50005311937
Licence controlled by: CRESTONE HOLDINGS LIMITED ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016] ~ UBS HOLDINGS PTY LTD [Date Ceased: 10/06/2016]
The date the Financial Adviser commenced the appointment: 01/01/2009
The date the Financial Adviser ceased the appointment: 30/09/2010
Name of the Authorised Representative:
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Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
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Relevant qualifications and training:
- Bachelor of Commerce – University of New South Wales
- Diploma of Financial Planning – Financial Planning Association of Australia
- Self Managed Superannuation Funds – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
Jenny Wong is authorised to provide advices on following products: