SANDY MEI-CHING WONG
Financial Adviser · Hawthorn, VIC
📚 Qualifications & Training
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2016 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
2017 - SMSF Specialist Advisor - Professional Designations - SMSF Association
2020 - Accredited Listed Product Adviser Program - Other - Kaplan Professional
2020 - FASEA Financial Adviser Exam - Other - FASEA
2020 - Professionalism and Ethics - Bridging Course - Ethics - Deakin University
2020 - TASACLv2 Commercial Law - Other - Kaplan Professional
2020 - Tax for Financial Advising (Short Answer Exam) - Other - Kaplan Professional
2022 - Accredited Aged Care Professional - Other - Aged Care Steps
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional Education
🏢 Professional Memberships
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.