Sandy Mei-Ching Wong
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001259446
- Location
- Melbourne VIC 3000
- Licensee
- Australian Executor Trustees Limited (AFSL 240023)
- Authorised since
- 5 May 2023
- First provided advice
- 2010
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2012); Margin Lending Accreditation Program, Stockbrokers Association of Australia (2016); SMSF Specialist Advisor, SMSF Association (2017); Accredited Listed Product Adviser Program, Kaplan Professional (2020); FASEA Financial Adviser Exam, FASEA (2020); Professionalism and Ethics, Deakin University (2020); TASACLv2 Commercial Law, Kaplan Professional (2020); Tax for Financial Advising (Short Answer Exam), Kaplan Professional (2020); Accredited Aged Care Professional, Aged Care Steps (2022); Graduate Diploma of Financial Planning, Kaplan Professional Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, government debentures, stocks and bonds
- Tax (financial) advice
- Yes
- Register status
- Current
About Sandy Mei-Ching Wong
Sandy Mei-Ching Wong is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 001259446).
Sandy provides advice as an authorised representative of Australian Executor Trustees Limited, which holds Australian financial services licence 240023. The current authorisation started on 5 May 2023.
According to the register, Sandy first provided financial advice in 2010. The qualifications listed for Sandy include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2012), Margin Lending Accreditation Program (Stockbrokers Association of Australia, 2016) and SMSF Specialist Advisor (SMSF Association, 2017). Sandy is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Sandy is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance and government debentures, stocks and bonds. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sandy Mei-Ching Wong a registered financial adviser?
Yes. Sandy Mei-Ching Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001259446.
Which licensee does Sandy Mei-Ching Wong work under?
Australian Executor Trustees Limited, Australian financial services licence 240023.
What can Sandy Mei-Ching Wong give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; government debentures, stocks and bonds.