Liang Wei Wong – Financial Adviser
Adviser identifying number: 1003096
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012
Name of the licence holder: SHADFORTH FINANCIAL GROUP LIMITED
Licence number: 318613
Licensee’s ABN: 27127508472
Licence controlled by: IOOF HOLDINGS LTD
The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHADFORTH FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 318613
Authorised Representative’s ABN: 27127508472
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 Commerce (Accounting & Finance) – The University of Melbourne
- Certified Practicing Accountant (CPA) Australia – CPA Australia
- Diploma of Financial Planning – Kaplan Professional
- Personal Financial Planning & Superannuation – CPA Australia
- Self Managed Super Fund Specialist Adviser (SSA) – Self Managed Super Fund Association (SMSFA)
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Financial Planning Association of Australia (FPA)
- Financial Services Institute of Australasia (FINSIA)
- SMSF Association
Liang Wei 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