Eric Wong Email
Senior Financial Adviser @ Lardner Partners Group
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Eric Wong Location
- Melbourne, VIC, AU
Eric Wong Work
- Senior Financial Adviser @ (January 2019 - Present)
- Private Client Adviser @ (November 2011 - November 2018)
- Financial Services Manager and Client Relationship Associate @ Jeena Ltd (Acquired by Shadforth Financial Group) (September 2009 - November 2011)
- Research Analyst and Accountant @ Probity Investigation Consultants Pty Ltd (June 2008 - September 2009)
Eric Wong Education
- Certified Financial Planner (CFP®)
Completed CFP Modules 1 - 5 (Certified Financial Planner (CFP®) Certification Program)
2015-2017 - CPA Australia Program
Financial Planning Specialist (Financial Planning)
2017-2017 - Self-Managed Superannuation Fund Association SMSFA (Formerly SPAA)
SMSF Specialist Advisor (SSA™) Accreditation Program (Self-Managed Superannuation Funds Specialisation)
2014-2014 - Kaplan Australia
(Tier 1 Compliance Solution - Margin Lending)
2014-2014 - CPA Australia
(Accounting, Finance and Financial Planning)
2008-2011 - University of Melbourne
Bachelor's Degree (Commerce (Accounting and Finance))
2005-2007 - Kaplan Australia
Diploma of Financial Planning (FNS50611) (Financial Planning and Services)
Eric Wong Summary
- Eric Wong, based in Melbourne, VIC, AU, is currently a Senior Financial Adviser at Lardner Partners Group. Eric Wong brings experience from previous roles at Shadforth Financial Group Ltd, Jeena Ltd (Acquired by Shadforth Financial Group) and Probity Investigation Consultants Pty Ltd. Eric Wong holds a 2015 - 2017 Completed CFP Modules 1 - 5 in Certified Financial Planner (CFP®) Certification Program @ Certified Financial Planner (CFP®). Eric Wong has 1 emails on RocketReach.
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