ALEX KA IP WONG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Advanced Diploma of Accounting - Advanced Diploma (AQF 6) - TAFE NSW
2007 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Curtin University of Technology
2014 - Master of Business in Accounting and Finance - Masters Degree (AQF 9) - University of Technology Sydney
2017 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
2017 - Self Managed Superannuation Funds Program - Other - Financial Education Professionals
2021 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2021 - Superannuation and Retirement Advice Course (FPC003) - Other - Kaplan Higher Education
2023 - Estate and Succession Planning Course (FPC005) - Other - Kaplan Higher Education
🏢 Professional Memberships
Fellow of CPA Australia (CPA)
Fellow of The Tax Institute (TTI)
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.