Susan Wong
Financial Adviser in Burwood, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327488
- Location
- Burwood NSW 2134
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 3 July 2008
- First provided advice
- 2008
- Qualifications
- Certified Financial Planner & LRS, FPA Austrlaia (2010)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Susan Wong
On the Financial Advisers Register kept by ASIC, Susan Wong appears as a current financial adviser in Burwood, New South Wales, adviser number 000327488.
Susan provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 3 July 2008.
The register records 2008 as the year Susan first provided financial advice. The qualifications listed for Susan include Certified Financial Planner & LRS (FPA Austrlaia, 2010). Professional memberships recorded: 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 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 Susan Wong a registered financial adviser?
Yes. Susan Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327488.
Which licensee does Susan Wong work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Susan 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.