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- Financial Advisers Australia (FAA)
- Alex KA IP Wong
Alex KA IP Wong
- Name
- Alex KA IP Wong
- ID
- 1257090
- ABN
- –
- First Provided Advice
- 2017
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2005 - Advanced Diploma of Accounting - Advanced Diploma (AQF 6) - TAFE NSW
- 2007 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - Curtin University of Technology
- 2014 - Master of Business in Accounting and Finance - Masters Degree (AQF 9) - University of Technology Sydney
- 2017 - Diploma of Financial Planning - Diploma (AQF 5) - Integrity Education Group
- 2017 - Self Managed Superannuation Funds Program - Other - Financial Education Professionals
- 2021 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
- 2021 - Superannuation and Retirement Advice Course (FPC003) - Other - Kaplan Higher Education
- 2023 - Estate and Succession Planning Course (FPC005) - Other - Kaplan Higher Education
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Fellow of CPA Australia (CPA)
- Fellow of The Tax Institute (TTI)
- SMSF Association
Licencee
- Status
- Ceased
- Licence Holder
- Alliance Wealth Pty Ltd (#449221)
- Commenced
- Aug. 2, 2017
- Ceased
- Sept. 19, 2022
- Status
- Ceased
- Licence Holder
- Alliance Wealth Pty Ltd (#449221)
- Commenced
- June 11, 2021
- Ceased
- Aug. 29, 2022
- Status
- Current
- Licence Holder
- Professional Investment Services Pty ltd (#234951)
- Commenced
- Sept. 4, 2020
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities