Financial Adviser · BURWOOD, NSW

Susan Wong

BURWOOD, NSW

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000327488

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

Susan Wong is a financial adviser based in Burwood, New South Wales, with 18 years of experience in the financial services industry since 2008. Susan is currently authorised under Lifespan Financial Planning. Susan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Susan holds a Certified Financial Planner & LRS from FPA Austrlaia. Susan is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2010

Certified Financial Planner & LRS

FPA Austrlaia

Registration History

Lifespan Financial Planning Pty Ltd

Jul 2008 - Present Current

Source: ASIC Financial Advisers Register