Wai Arthur
Financial Adviser
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About
Wai Arthur is an ASIC-registered financial adviser based in Hawthorn East, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning several decades, Wai combines extensive experience with a commitment to ongoing professional development. He is a Chartered Accountant with the Institute of Chartered Accountants Australia (1989) and holds Diplomas of Financial Planning from both Deakin University (1999) and Monarch Institute (2019). Furthering his expertise, Wai completed the Accredited Aged Care Professional Program with Aged Care Steps in 2025, making him uniquely positioned to advise on the complexities of aged care planning. Wai is also a proud member of the Financial Advice Association of Australia (FAAA). Wai is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, and securities and retirement savings accounts. This comprehensive skillset allows him to create holistic financial strategies tailored to each client's individual circumstances. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Whether you are planning for retirement, seeking to grow your wealth, or navigating the complexities of aged care, Wai Arthur is here to provide expert guidance and support. Contact Wai today to discuss your financial needs and begin building a secure financial future.
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Frequently Asked Questions
What types of financial advice does Wai Arthur provide?
Wai Arthur provides comprehensive financial advice including superannuation, insurance, wealth management, and retirement planning. He also specializes in aged care financial planning.
What qualifications does Wai Arthur have?
Wai Arthur is a Chartered Accountant with the Institute of Chartered Accountants Australia (1989) and holds Diplomas of Financial Planning from both Deakin University (1999) and Monarch Institute (2019). He is also an Accredited Aged Care Professional.
What is the process for becoming a client of Wai Arthur?
The process typically begins with an initial consultation to discuss your financial goals and current situation. This is followed by the development of a personalized financial plan, which is then implemented and regularly reviewed to ensure it continues to meet your needs.
How can Wai Arthur help me with my retirement planning?
Wai Arthur can help you develop a comprehensive retirement plan that takes into account your current financial situation, desired retirement lifestyle, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable and secure retirement.
What should I expect during my first meeting with Wai Arthur?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Wai will take the time to understand your needs and provide an overview of how he can help you achieve your objectives.
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