WILTON KWAN YUN WONG
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2011 - Margin Lending and Geared Investments - Other - Kaplan
2012 - Advanced Diploma in Financial Services (Financial Planning) FNS60404 - Advanced Diploma (AQF 6) - Kaplan
2019 - FPC008 - Investment Advice - Other - Kaplan
2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2020 - FPC002B-Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher 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.