ALVIN WONG
Financial Adviser · Spring Hill, QLD
📚 Qualifications & Training
2004 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Queensland
2004 - Bachelor of Engineering - Bachelor Degree (AQF 7) - The University of Queensland
2007 - Diploma of Financial Service (Financial Planning) - Diploma (AQF 5) - Mentor Education
2008 - Advance Diploma of Financial Service (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education
2011 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
2012 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
2014 - Accreditation program - Certificate (AQF 1-4) - ASX Listed Products Accreditation Course
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.