TIMOTHY BRIAN WONG FOK LUNG
Financial Adviser · Carlton, VIC
📚 Qualifications & Training
2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Melbourne
2018 - RG146 Accountants Essential Advice - - Integrity Education gGroup
2018 - SMSF Core Course - - DBA
2020 - Chartered Accountants Australia New Zealand (Grad Dip of Chartered Accounting) - Professional Designations - CAANZ
2021 - FASEA (Financial Planning) Exam - Other - FASEA
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
2025 - Superannuation and Retirement Advice (Capstone course) - Other - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.