Steven Wong
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000306708
- Location
- Surrey Hills VIC 3127
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 13 December 2021
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce major in Financial Planning (v1), Deakin University (2005); Self Managed Superannuation Funds, Kaplan Education Pty Ltd (2016); FPC002B Ethics and Professionalism in Financial Advice., Kaplan Higher Education Pty Limited (2021)
- Memberships
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Steven Wong
Steven Wong is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Surrey Hills, Victoria (adviser number 000306708).
Advice is given under the Australian financial services licence of Synchron Advice Pty Ltd, licence number 243313. That authorisation dates from 13 December 2021.
The register records 2006 as the year Steven first provided financial advice. The qualifications listed for Steven include Bachelor of Commerce major in Financial Planning (v1) (Deakin University, 2005), Self Managed Superannuation Funds (Kaplan Education Pty Ltd, 2016) and FPC002B Ethics and Professionalism in Financial Advice. (Kaplan Higher Education Pty Limited, 2021). Steven is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Steven Wong a registered financial adviser?
Yes. Steven Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000306708.
Which licensee does Steven Wong work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Steven 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.