Data sourced from ASIC Financial Advisers Register
Financial Adviser · CHELTENHAM, VIC

Simon Wong

CHELTENHAM, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001273218
Currently at
Plutus Financial Planning
Melbourne, VIC (firm address)
View firm profile

About Simon Wong

Simon Wong is a financial adviser based in Cheltenham, Victoria, with 8 years of experience in the financial services industry since 2018. Simon is currently authorised under Capstone Financial Planning, operating through Plutus Financial Planning. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Bachelor of Commerce from University of Melbourne. Simon 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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities

Authorised to provide tax financial advice services

Qualifications and Training

2012
Bachelor of Commerce
University of Melbourne
2017
Certificate IV Mortgage Broking
Kaplan
2017
Diploma of Financial Planning
Kaplan Professional
2020
Economic and Legal Context for Financial Planning FPC001B
Kaplan Professional
2020
Graduate Diploma Of Financial Planning
Kaplan
2020
Self Managed Superannuation Fund
Mentor Education
2020
Tax and Commercial Law for Financial Planning
Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Jul 2023 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities
Ct Group Advisory Services Pty Ltd
Oct 2019 - Jun 2023 Ceased
MERITUM FINANCIAL GROUP PTY LTD
Dec 2018 - Oct 2019 Ceased

Source: ASIC Financial Advisers Register