Andrew Tzu-Yan Wong
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007365
- Location
- Sydney NSW 2000
- Licensee
- Finlit Pty Ltd (AFSL 547454)
- Authorised since
- 3 July 2023
- First provided advice
- 2015
- Qualifications
- Bachelor of Arts (Communication Studies), University of Western Australia (2009); Bachelor of Commerce (Finance, Money & Banking), University of Western Australia (2009); Graduate Diploma of Applied Finance, Kaplan (2013); Masters of Applied Finance, Kaplan (2014); Certified Financial Planner, Financial Planning Association (2017); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Andrew Tzu-Yan Wong
On the Financial Advisers Register kept by ASIC, Andrew Tzu-Yan Wong appears as a current financial adviser in Sydney, New South Wales, adviser number 001007365.
Advice is given under the Australian financial services licence of Finlit Pty Ltd, licence number 547454. The current authorisation started on 3 July 2023.
According to the register, Andrew first provided financial advice in 2015. The qualifications listed for Andrew include Bachelor of Arts (Communication Studies) (University of Western Australia, 2009), Bachelor of Commerce (Finance, Money & Banking) (University of Western Australia, 2009) and Graduate Diploma of Applied Finance (Kaplan, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Andrew is authorised to advise 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 Andrew Tzu-Yan Wong a registered financial adviser?
Yes. Andrew Tzu-Yan Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007365.
Which licensee does Andrew Tzu-Yan Wong work under?
Finlit Pty Ltd, Australian financial services licence 547454.
What can Andrew Tzu-Yan 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.