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

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Jenny Wong is authorised to provide advices on following products: