LIANG WEI WONG
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2007 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2011 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2014 - Margin Lending - Other - Kaplan Professional
2014 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2017 - 5 Unit CFP Certification Program - Professional Designations - Financial Planning Association of Australia (FPA)
2025 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
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.