Alvin Wong
Financial Adviser in West End, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000316313
- Location
- West End QLD 4101
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 17 March 2026
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, The University of Queensland (2004); Bachelor of Engineering, The University of Queensland (2004); Diploma of Financial Service (Financial Planning), Mentor Education (2007); Advance Diploma of Financial Service (Financial Planning), Mentor Education (2008); Margin Lending and Geared Investments, Kaplan (2011); Self Managed Superannuation Funds, Kaplan (2012); Accreditation program, ASX Listed Products Accreditation Course (2014)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Alvin Wong
Alvin Wong is listed on ASIC’s Financial Advisers Register as a current financial adviser based in West End, Queensland (adviser number 000316313).
Alvin provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. The current authorisation started on 17 March 2026.
According to the register, Alvin first provided financial advice in 2007. The qualifications listed for Alvin include Bachelor of Commerce (The University of Queensland, 2004), Bachelor of Engineering (The University of Queensland, 2004) and Diploma of Financial Service (Financial Planning) (Mentor Education, 2007).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alvin Wong a registered financial adviser?
Yes. Alvin Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000316313.
Which licensee does Alvin Wong work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Alvin Wong give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.