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- Brendon Johnathan Wong
Brendon Johnathan Wong
- Name
- Brendon Johnathan Wong
- ID
- 436427
- ABN
- –
- First Provided Advice
- 2006
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 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 - Diploma (AQF 5) - AAMC Training Group
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Finance Brokers Association of Australia (FBAA)
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Core Value Asset Management Pty Ltd (#292469)
- Commenced
- April 24, 2019
- Ceased
- March 13, 2020
- Status
- Ceased
- Licence Holder
- Lead Partners Private Wealth Pty Ltd (#520268)
- Commenced
- March 13, 2020
- Ceased
- April 21, 2020
- Status
- Current
- Licence Holder
- Lead Partners Private Wealth Pty ltd (#520268)
- Commenced
- April 22, 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
- Status
- Ceased
- Licence Holder
- AG Stockbroking Ltd (#246510)
- Commenced
- Sept. 1, 2006
- Ceased
- July 1, 2010
- Status
- Ceased
- Licence Holder
- Amp Financial Planning Pty Limited (#232706)
- Commenced
- March 21, 2013
- Ceased
- Aug. 27, 2019
- Status
- Ceased
- Licence Holder
- Capital Advisers Pty Ltd (#220622)
- Commenced
- July 1, 2010
- Ceased
- Sept. 7, 2012
- Status
- Ceased
- Licence Holder
- Futuro Financial Services Pty Ltd (#238478)
- Commenced
- March 31, 2006
- Ceased
- July 31, 2006