MenuDavid Wong
About Me
David carries an extensive level of experience working in the financial services industry (financial advice) for more than 15 years in major organisations including Commonwealth Bank, HSBC Bank and AMP.
David has completed his Advanced Diploma of Financial Planning (RG146), CFP education, and is currently undertaking further studies towards his Master of Financial Planning.
David is passionate about explaining financial planning concepts to his clients in a simplistic manner and his other passion in life is spending time with his young family.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Graduate Diploma -
Years of Experience 20 Years -
Licensed By Apex Macro Financial Group Pty. Ltd.
