Chris Wong

Australian Private Capital Advisory Services Pty Ltd

5.00
1 Review
Gold
19 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Australian Private Capital Advisory Services Pty Ltd

Level 11, 379 Collins Street
Melbourne, VIC 3000

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Licensed by

Australian Private Capital Advisory Services Pty Ltd

AFSL 236776

5.00
1 Review
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5.00
Clear communication
5.00
Knowledge & expertise
5.00
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5.00

"Chris has been a great person to deal with, patient and listened to my enquiries regarding my transition to retirement. He made me feel that I was heading in the right direction due to my changing circumstances. He always made time for me."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
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My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension

Qualifications & Training

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
1987

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

Institute of Public Accountants (IPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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