David Lee Chong Wong
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006519
- Location
- Sydney NSW 2000
- Licensee
- David W Lee & Associates Pty Ltd (AFSL 239948)
- Authorised since
- 2 September 2022
- First provided advice
- 2003
- Qualifications
- Master of Commerce, University of Canterbury, Wellington NZ (1974); Diploma of Accounting, University of Victoria, Wellington NZ (1976)
- 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, managed discretionary account services
- Register status
- Current
About David Lee Chong Wong
On the Financial Advisers Register kept by ASIC, David Lee Chong Wong appears as a current financial adviser in Sydney, New South Wales, adviser number 001006519.
David provides advice as an authorised representative of David W Lee & Associates Pty Ltd, which holds Australian financial services licence 239948. The current authorisation started on 2 September 2022.
The register records 2003 as the year David first provided financial advice. Qualifications and training on file include Master of Commerce (University of Canterbury, Wellington NZ, 1974) and Diploma of Accounting (University of Victoria, Wellington NZ, 1976).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total.
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Questions people ask
Is David Lee Chong Wong a registered financial adviser?
Yes. David Lee Chong Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006519.
Which licensee does David Lee Chong Wong work under?
David W Lee & Associates Pty Ltd, Australian financial services licence 239948.
What can David Lee Chong 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; managed discretionary account services.