Financial Adviser · AUCHENFLOWER, QLD

Brendon Johnathan Wong

AUCHENFLOWER, QLD
20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000436427
Currently at
Auchenflower, QLD (firm address)

Brendon Johnathan Wong is a financial adviser based in Auchenflower, Queensland, with 20 years of experience in the financial services industry since 2006. Brendon is currently authorised under Lead Partners Private Wealth. Brendon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Brendon's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Brendon is a member of Finance Brokers Association of Australia (FBAA) and 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
Tribeca
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Certificate IV in Finance and Mortgage Broking
Kaplan Professional
2022
Diploma of Finance and Mortgage Broking Management
AAMC Training Group

Registration History

Apr 2020 - Present Current
Mar 2020 - Apr 2020 Ceased
Apr 2019 - Mar 2020 Ceased
Mar 2013 - Aug 2019 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
CAPITAL ADVISERS PTY LTD
Jul 2010 - Sep 2012 Ceased
AG STOCKBROKING LTD
Sep 2006 - Jul 2010 Ceased
Mar 2006 - Jul 2006 Ceased

Source: ASIC Financial Advisers Register