GARY SENG MUN WONG

Licensee: SWISS FINANCIAL CONSULTANTS PTY LTD

GARY SENG MUN WONG (Adviser# 001001941) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is March 27, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name GARY SENG MUN WONG
Adviser Number 001001941
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1992
Financial Service (AFS) Licence Licence# 000256436
SWISS FINANCIAL CONSULTANTS PTY LTD
Licence ABN 39093330128
Adviser Start Date 2015-03-27
Appointing Representative Name SWISS FINANCIAL CONSULTANTS PTY LTD
Appointing Representative Number 000256436
Appointing Representative ABN 39093330128
Memberships CPA Australia (CPA)
Goverance Institute (Finsia)
Governance Institute (FINSIA)
Institute of Chartered Secretaries & Administrators (ICSA)
Institute of Chartered Secretaries n Administrators (ICSA)
Institute of Managed Account Providers (IMAP)

Authorisations to provide financial product advice

  • GARY SENG MUN WONG
  • ·
  • Deposit Payment Non Basic Deposit
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  • Government Debenture
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  • Life Product Investment Life Insurance
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  • Life Product Life Risk Insurance
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  • Managed Investment Schemes MDA Service
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  • Retirement Savings Account
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  • Securities
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  • Superannuation
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  • Margin Lending Facility Standard
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  • Derivative Old Law Securities Options

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Economics University of Tasmania
Diploma Of Financial Planning Deakin University (Boxhill)
Diploma of Financial Planning Deakin Boxhill
Margin Lending Australian Stock Exchange
Options Trading Australian Stock Exchange
Options Trading Stock Exchange of Australia
Securities Institute of Australia ASX FINSIA

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000256436 SWISS FINANCIAL CONSULTANTS PTY LTD 2015-03-27 - SWISS FINANCIAL CONSULTANTS PTY LTD

Licensee Information

Licence Name SWISS FINANCIAL CONSULTANTS PTY LTD
Licence Number 000256436
Licence ABN 39093330128

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.