Financial Adviser
· NORTH SYDNEY, NSW
Katie Wong
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001304797
About Katie Wong
Katie Wong is a financial adviser based in North Sydney, New South Wales, with 2 years of experience in the financial services industry since 2024. Katie is currently authorised under The Lunar Group, operating through Stanford Brown Group. Katie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Katie's qualifications include a Master of Financial Planning from Kaplan Professioal.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business Major in Finance
University of Technology Sydney
2023
Master of Financial Planning
Kaplan Professioal