Wilton Kwan Yun Wong
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000284675
- Location
- Sydney NSW 2000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 17 January 2024
- First provided advice
- 2004
- Qualifications
- Margin Lending and Geared Investments, Kaplan (2011); Advanced Diploma in Financial Services (Financial Planning) FNS60404, Kaplan (2012); FPC008, Kaplan (2019); Master of Financial Planning, Kaplan Higher Education Pty Limited (2019); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Wilton Kwan Yun Wong
On the Financial Advisers Register kept by ASIC, Wilton Kwan Yun Wong appears as a current financial adviser in Sydney, New South Wales, adviser number 000284675.
The licensee Wilton advises under is Fortnum Private Wealth Ltd (AFS licence 357306). That authorisation dates from 17 January 2024.
According to the register, Wilton first provided financial advice in 2004. Qualifications and training on file include Margin Lending and Geared Investments (Kaplan, 2011), Advanced Diploma in Financial Services (Financial Planning) FNS60404 (Kaplan, 2012) and FPC008 (Kaplan, 2019). Wilton is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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 Wilton Kwan Yun Wong a registered financial adviser?
Yes. Wilton Kwan Yun Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000284675.
Which licensee does Wilton Kwan Yun Wong work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Wilton Kwan Yun 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.