Steven Wong
Financial Adviser
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About
Steven Wong is an ASIC-registered financial adviser based in Surrey Hills, Victoria. With a Bachelor of Commerce majoring in Financial Planning from Deakin University (2005) and further qualifications in Self Managed Superannuation Funds (2016) and Ethics and Professionalism in Financial Advice (2021), Steven provides comprehensive and tailored financial advice to his clients. As a member of the Financial Advice Association of Australia (FAAA), Steven adheres to the highest ethical and professional standards. He is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. Steven's expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Steven is committed to helping you achieve your financial goals through personalized strategies and ongoing support. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Steven today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Steven Wong offer?
Steven Wong provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Steven Wong have?
Steven holds a Bachelor of Commerce majoring in Financial Planning from Deakin University, a qualification in Self Managed Superannuation Funds, and a qualification in Ethics and Professionalism in Financial Advice.
What is Steven Wong's approach to financial planning?
Steven's approach is to provide personalized strategies and ongoing support to help clients achieve their financial goals. He takes the time to understand each client's unique circumstances and develops tailored plans to meet their specific needs.
How can Steven Wong help me with my retirement planning?
Steven can help you develop a comprehensive retirement plan that considers your financial goals, risk tolerance, and time horizon. He can provide advice on superannuation, investments, and other strategies to help you build a comfortable retirement nest egg.
Is Steven Wong a member of any professional associations?
Yes, Steven is a member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding high ethical and professional standards.
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