Yat Hei Wong – Financial Adviser

Adviser identifying number: 327746
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2008

Name of the licence holder: WEALTHSURE PTY LTD
Licence number: 238030
Licensee’s ABN: 93097405108
Licence controlled by:

The date the Financial Adviser commenced the appointment: 14/07/2008
The date the Financial Adviser ceased the appointment: 04/11/2011
Name of the Authorised Representative: YAT HEI WONG
Authorised Representative identifying number: 000327746
Authorised Representative’s ABN:

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 Services (Financial Planning) – Kaplan
• Bachelor of Business (Accountancy) – Queensland University of Technology
• Bachelor of Information Technology – Queensland University of Technology
• Diploma of Financial Services (Financial Planning) – Tribeca
• Margin Lending and Geared Investments – Kaplan

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Yat Hei Wong is authorised to provide advices on following products: