Financial Adviser
· PEAKHURST, NSW
Steve Wong
No disciplinary history on record with ASIC
PEAKHURST,
NSW
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002689
Steve Wong is a financial adviser based in Peakhurst, New South Wales, with 15 years of experience in the financial services industry since 2011. Steve is currently authorised under Gpl Read. Steve holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Steve's qualifications include a Bachelor of Business & Commerce from UWS Parramatta. Steve 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
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business & Commerce
UWS Parramatta
2010
Diploma of Financial Services
Threesixty
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
Restrictions: general advice only in general insurance
AFFINIA FINANCIAL ADVISERS PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register