Steve Wang
About Me
I have been working in the financial planning industry since 2007, with previous experience working for two of the big four banks and a global bank.</p>Prior to moving to Financial Planning I also worked as an Accountant for 2 years, so my experience in the financial services industry is solid.</p>The reason I wanted to become a Financial Adviser was to help people achieve their financial and lifestyle goals. It gives me a sense of fulfillment when I see someone reach a goal that they may not have thought was possible.</p>Throughout my career I have worked with clients from all walks of life, from high net worth individuals looking to build and protect their wealth, to mums and d
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 15 Years
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Licensed By Alliance Wealth Pty Ltd