Brendon Johnathan Wong
Financial Adviser in Auchenflower, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000436427
- Location
- Auchenflower QLD 4066
- Licensee
- Lead Partners Private Wealth Pty Ltd (AFSL 520268)
- Authorised since
- 22 April 2020
- First provided advice
- 2006
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2006); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Certificate IV in Finance and Mortgage Broking, Kaplan Professional (2015); Diploma of Finance and Mortgage Broking Management, AAMC Training Group (2022)
- Memberships
- Finance Brokers Association of Australia (FBAA); 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Brendon Johnathan Wong
Brendon Johnathan Wong is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Auchenflower, Queensland (adviser number 000436427).
The licensee Brendon advises under is Lead Partners Private Wealth Pty Ltd (AFS licence 520268). The current authorisation started on 22 April 2020.
According to the register, Brendon first provided financial advice in 2006. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2006), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Certificate IV in Finance and Mortgage Broking (Kaplan Professional, 2015). Professional memberships recorded: Finance Brokers Association of Australia (FBAA) and Financial Advice Association of Australia (FAAA).
Brendon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Brendon Johnathan Wong a registered financial adviser?
Yes. Brendon Johnathan Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000436427.
Which licensee does Brendon Johnathan Wong work under?
Lead Partners Private Wealth Pty Ltd, Australian financial services licence 520268.
What can Brendon Johnathan 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; standard margin lending.