Wilbur Mok

Authorised Representative:
246313

Mobile: 0411 527 245

Email: wilbur@stonecapitalgroup.com.au

FSG: View FSG

Wilbur joined the LEMSEC network of advisors in 2020 as part of the Stone Capital Group. Wilbur has been in the Private Wealth Management and Trading industry since 2007 and as an advisor since 2011. Wilbur’s skillset is offering general advice in tactical equities trading and strategic portfolio construction for his private, super fund and high net worth clients.

Services and specialities

  • Equities
  • Trading
  • Portfolio Construction and Management
  • Income Strategies
  • Initial Public Offerings and Capital Raisings
  • Technical Analysis
  • Performance Reviews

Professional Qualifications

Professional Associations

  • Bachelor of Business (Marketing) – Monash University
  • Master of Applied Finance – Macquarie University

ASIC Approved Competencies

  • Securities

Remuneration

I am appointed as an authorised representative under a consultancy arrangement with Bridgeway Capital Pty Ltd, who is a Corporate Authorised Representative of LeMessurier Securities Pty Limited. I am remunerated as your adviser by way of salary and commission.

Start a conversation

Would you like to speak to one of our investment advisors over the phone? Please submit your details and we'll be in touch shortly.