David Wong
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002657
- Location
- Sydney NSW 2000
- Licensee
- Apex Macro Financial Group Pty. Ltd. (AFSL 498715)
- Authorised since
- 11 October 2021
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- 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, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About David Wong
David Wong is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Sydney, New South Wales (adviser number 001002657).
David provides advice as an authorised representative of Apex Macro Financial Group Pty. Ltd., which holds Australian financial services licence 498715. That authorisation dates from 11 October 2021.
The register records 2005 as the year David first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2005) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012). David is recorded as a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
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. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Wong a registered financial adviser?
Yes. David Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002657.
Which licensee does David Wong work under?
Apex Macro Financial Group Pty. Ltd., Australian financial services licence 498715.
What can David 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; derivatives.