Sandy Wong

Financial Adviser

ASIC adviser number:
001259446
Qualifications and training:

2012, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Professional Education
2016, Margin Lending Accreditation Program, , Stockbrokers Association of Australia
2017, SMSF Specialist Advisor, Professional Designations, SMSF Association
2020, Accredited Listed Product Adviser Program, Other, Kaplan Professional
2020, FASEA Financial Adviser Exam, Other, FASEA
2020, Professionalism and Ethics, Bridging Course, Ethics, Deakin University
2020, TASACLv2 Commercial Law, Other, Kaplan Professional
2020, Tax for Financial Advising (Short Answer Exam), Other, Kaplan Professional
2022, Accredited Aged Care Professional, Other, Aged Care Steps
2023, Graduate Diploma of Financial Planning, Graduate Diploma (AQF 8), Kaplan Professional Education

When adviser first provided advice:
2010
Membership of professional associations:

Financial Advice Association of Australia (FAAA)
SMSF Association

Disciplinary action by ASIC:
None
Location:
Level 1, 575 Bourke St
Melbourne  VIC  3000
AFS licence holder name:
Australian Executor Trustees Limited
AFS licence number:
000240023
Licence controlled by:
Insignia Financial Ltd [Date Ceased: 17/05/2023]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».