Simon Wu
Financial Adviser
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About
Simon Wu is an ASIC-registered financial adviser dedicated to helping individuals and families in Ultimo, NSW, achieve their financial goals. With a career spanning several decades, Simon brings a wealth of knowledge and experience to his clients. He holds a Bachelor of Arts from Macquarie University (1981), a Master of Business Administration from the University of Sydney (1985), and a Bachelor of Legal Studies from Macquarie University (1998). He further solidified his expertise by obtaining a Certified Financial Planner designation from the FPA (1994) and a Diploma of Financial Planning from the FPA (1997). Simon is a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest professional standards. As an authorized financial adviser, Simon provides advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. He is well-equipped to guide you through every stage of your financial journey. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact Simon Wu today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Simon Wu offer?
Simon Wu provides comprehensive financial advice on superannuation, insurance, wealth management, and retirement planning. He is authorized to advise on a wide range of products including Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities.
What are Simon Wu's qualifications and experience?
Simon Wu holds a Bachelor of Arts, a Master of Business Administration, a Bachelor of Legal Studies, a Certified Financial Planner designation and a Diploma of Financial Planning. He is also a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Simon Wu?
During your initial consultation, Simon will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs and objectives.
How does Simon Wu stay up-to-date with the latest financial regulations and industry trends?
As a member of CPA Australia and the Financial Advice Association of Australia, Simon Wu is committed to ongoing professional development. He regularly attends industry conferences, workshops, and seminars to stay informed about the latest changes in financial regulations and market trends.
How can Simon Wu help me with my retirement planning?
Simon can help you create a comprehensive retirement plan that takes into account your current savings, projected expenses, and desired lifestyle. He can also advise you on the best strategies for maximizing your superannuation and other retirement investments.
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