Richard Ong
Financial Adviser
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About
Richard Ong is an ASIC-registered financial adviser based in Fitzroy, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Richard's extensive academic background includes a Bachelor of Business (Accountancy/Computing) from Charles Sturt University and a Master of Business Administration from The University of Hull, providing him with a solid foundation in financial principles. Further enhancing his expertise, Richard holds certifications in Margin Lending and Geared Investments from Kaplan Higher Education Pty Limited and a Diploma of Financial Services (Financial Planning) from the International Institute of Technology Pty Ltd (IIT). Richard is authorised to provide advice on a broad range of financial products, ensuring that clients receive well-rounded strategies to suit their individual needs. His areas of expertise include superannuation, insurance, wealth management, and retirement planning. Key services include: • Superannuation advice to help you grow your retirement nest egg • Comprehensive insurance solutions to protect you and your family • Strategic wealth management to build and preserve your assets • Tailored retirement planning to ensure a comfortable future • Investment advice covering Life Insurance, Risk Insurance, Securities, Derivatives, Retirement Savings Accounts and Government Debt Securities. Ready to take control of your financial future? Contact Richard Ong today for a consultation and discover how personalised financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does Richard Ong offer?
Richard Ong provides a comprehensive range of financial planning services including superannuation advice, insurance solutions, wealth management strategies, and retirement planning.
What qualifications does Richard Ong have?
Richard holds a Bachelor of Business (Accountancy/Computing), a Master of Business Administration, a Diploma of Financial Services (Financial Planning), and certifications in Margin Lending and Geared Investments.
How does Richard Ong develop a financial plan for clients?
Richard Ong works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a tailored financial plan designed to help them achieve their objectives, regularly reviewing and adjusting the plan as needed.
What can I expect during my first meeting with Richard Ong?
During your initial consultation, Richard will discuss your current financial situation, your goals, and any concerns you may have. This meeting is an opportunity for you to get to know Richard and for him to understand your needs so he can determine how best to assist you.
What types of insurance advice can Richard Ong provide?
Richard is authorised to provide advice on Investment Life Insurance and Life Risk Insurance, ensuring you have the appropriate coverage to protect yourself and your family.
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