GEORGE TSO CHIH WONG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2013 - Bachelor of Commerce (Honours) - Bachelor Honours Degree (AQF 8) - The University of Sydney
2016 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2018 - Core 1 Securities and Managed Investments Accreditation - Diploma (AQF 5) - Stockbrokers Association of Australia
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
CFP
CFP
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.