Yat Hei Wong
Financial Adviser in Rochedale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000327746
- Location
- Rochedale QLD 4123
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 25 March 2014
- First provided advice
- 2008
- Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology (2004); Diploma of Financial Services (Financial Planning), Tribeca (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2009); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); Ethics & Professionalism in Financial Advice, Kaplan (2020)
- 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 Yat Hei Wong
On the Financial Advisers Register kept by ASIC, Yat Hei Wong appears as a current financial adviser in Rochedale, Queensland, adviser number 000327746.
The licensee Yat advises under is Synchron Advice Pty Ltd (AFS licence 243313). The current authorisation started on 25 March 2014.
The register records 2008 as the year Yat first provided financial advice. Qualifications and training on file include Bachelor of Business (Accountancy) (Queensland University of Technology, 2004), Diploma of Financial Services (Financial Planning) (Tribeca, 2007) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2009).
Yat is authorised to advise 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 Yat Hei Wong a registered financial adviser?
Yes. Yat Hei Wong is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000327746.
Which licensee does Yat Hei Wong work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can Yat Hei 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.