Financial Adviser
· SUBIACO, WA
Connor Kuok Lee Wong
No disciplinary history on record with ASIC
SUBIACO,
WA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003549
Connor Kuok Lee Wong is a financial adviser based in Subiaco, Western Australia, with 12 years of experience in the financial services industry since 2014. Connor is currently authorised under Optimus Financial Advisory. Connor holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Connor's qualifications include a Master of Financial Planning from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Bachelor of Commerce
Curtin University of Technology
2013
Advanced Diploma of Financial Planning
Kaplan
2014
Diploma of Finance and Mortgage Broking Management
Kaplan
2015
Self Managed Superannuation Funds
Kaplan
2018
Master of Financial Planning
Griffith University
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2023
Graduate Certificate of Public Accounting
Deakin University