Benny Wong
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000461568
- Location
- Sydney NSW 2000
- Licensee
- Advice & Wealth Partners Pty Ltd (AFSL 532199)
- Authorised since
- 19 January 2022
- First provided advice
- 2009
- Qualifications
- Bachelor of Science, University of NSW (2007); Diploma of Financial Services (Financial Planning), Kaplan (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan (2012); Self Managed Super Fund Course, Kaplan (2014); Ethics & 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, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Benny Wong
On the Financial Advisers Register kept by ASIC, Benny Wong appears as a current financial adviser in Sydney, New South Wales, adviser number 000461568.
Benny provides advice as an authorised representative of Advice & Wealth Partners Pty Ltd, which holds Australian financial services licence 532199. That authorisation dates from 19 January 2022.
According to the register, Benny first provided financial advice in 2009. Qualifications and training on file include Bachelor of Science (University of NSW, 2007), Diploma of Financial Services (Financial Planning) (Kaplan, 2009) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan, 2012). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Benny 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 Benny Wong a registered financial adviser?
Yes. Benny Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000461568.
Which licensee does Benny Wong work under?
Advice & Wealth Partners Pty Ltd, Australian financial services licence 532199.
What can Benny 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.