Financial Adviser · CHATSWOOD, NSW

Alex Ka Ip Wong

CHATSWOOD, NSW

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001257090

Currently at

Essence Planning

Bundall, QLD (firm address)

View firm profile

Alex Ka Ip Wong is a financial adviser based in Chatswood, New South Wales, with 9 years of experience in the financial services industry since 2017. Alex is currently authorised under Professional Investment Services, operating through Essence Planning. Alex holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alex's qualifications include a Master of Business in Accounting and Finance from University of Technology Sydney. Alex is a member of Fellow of CPA Australia (CPA), Fellow of The Tax Institute (TTI) and SMSF Association.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2005

Advanced Diploma of Accounting

TAFE NSW

2007

Bachelor of Commerce (Accounting)

Curtin University of Technology

2014

Master of Business in Accounting and Finance

University of Technology Sydney

2017

Diploma of Financial Planning

Integrity Education Group

2017

Self Managed Superannuation Funds Program

Financial Education Professionals

2021

Ethics and Professionalism in Financial Advice Course (FPC002B)

Ethics - Kaplan Higher Education

2021

Superannuation and Retirement Advice Course (FPC003)

Kaplan Higher Education

2023

Estate and Succession Planning Course (FPC005)

Kaplan Higher Education

Registration History

Professional Investment Services Pty Ltd

Sep 2020 - Present Current

Alliance Wealth Pty Ltd

Jun 2021 - Aug 2022 Ceased

Alliance Wealth Pty Ltd

Aug 2017 - Sep 2022 Ceased

Source: ASIC Financial Advisers Register