BENNY WONG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2007 - Bachelor of Science - - University of NSW
2009 - Diploma of Financial Services (Financial Planning) - - Kaplan
2012 - Advanced Diploma of Financial Services (Financial Planning) - - Kaplan
2014 - Self Managed Super Fund Course - - Kaplan
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.