Alex Ka Ip Wong
Financial Adviser in Chatswood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001257090
- Location
- Chatswood NSW 2067
- Licensee
- Professional Investment Services Pty Ltd (AFSL 234951)
- Authorised since
- 4 September 2020
- First provided advice
- 2017
- Qualifications
- Advanced Diploma of Accounting, TAFE NSW (2005); Bachelor of Commerce (Accounting), Curtin University of Technology (2007); Master of Business in Accounting and Finance, University of Technology Sydney (2014); Diploma of Financial Planning, Integrity Education Group (2017); Self Managed Superannuation Funds Program, Financial Education Professionals (2017); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2021); Superannuation and Retirement Advice Course (FPC003), Kaplan Higher Education (2021); Estate and Succession Planning Course (FPC005), Kaplan Higher Education (2023)
- Memberships
- Fellow of CPA Australia (CPA); Fellow of The Tax Institute (TTI); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Alex Ka Ip Wong
On the Financial Advisers Register kept by ASIC, Alex Ka Ip Wong appears as a current financial adviser in Chatswood, New South Wales, adviser number 001257090.
Advice is given under the Australian financial services licence of Professional Investment Services Pty Ltd, licence number 234951. That authorisation dates from 4 September 2020.
The register records 2017 as the year Alex first provided financial advice. Qualifications and training on file include Advanced Diploma of Accounting (TAFE NSW, 2005), Bachelor of Commerce (Accounting) (Curtin University of Technology, 2007) and Master of Business in Accounting and Finance (University of Technology Sydney, 2014). Professional memberships recorded: Fellow of CPA Australia (CPA), Fellow of The Tax Institute (TTI) and SMSF Association.
Alex is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alex Ka Ip Wong a registered financial adviser?
Yes. Alex Ka Ip Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001257090.
Which licensee does Alex Ka Ip Wong work under?
Professional Investment Services Pty Ltd, Australian financial services licence 234951.
What can Alex Ka Ip Wong give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.