DAVID LEE CHONG WONG


Licensee: DAVID W LEE & ASSOCIATES PTY LTD

DAVID LEE CHONG WONG (Adviser# 001006519) 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 November 27, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name DAVID LEE CHONG WONG
Adviser Number 001006519
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2003
Financial Service (AFS) Licence Licence# 000239948
DAVID W LEE & ASSOCIATES PTY LTD
Licence ABN 52002535266
Adviser Start Date 2003-11-27
Appointing Representative Name DAVID W LEE & ASSOCIATES PTY LTD
Appointing Representative Number 000239948
Appointing Representative ABN 52002535266

Authorisations to provide financial product advice

  • DAVID LEE CHONG WONG
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Derivative
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Diploma of Accounting University of Victoria, Wellington NZ
Master of Commerce University of Canterbury, Wellington NZ

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000239948 DAVID W LEE & ASSOCIATES PTY LTD 2003-11-27 - DAVID W LEE & ASSOCIATES PTY LTD

Licensee Information

Licence Name DAVID W LEE & ASSOCIATES PTY LTD
Licence Number 000239948
Licence ABN 52002535266

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL ROBERT HOOK David W Lee & Associates Pty Ltd Ceased 2015-03-24

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MICHAEL ROBERT HOOK David W Lee & Associates Pty Ltd Ceased 2015-03-24

Competitor

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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.