< Brisbane OfficeBrisbane Office
Address:
Ground Floor
428 Upper Edward Street
BRISBANE QLD 4000
Mailing Address:
PO Box 781
SPRING HILL QLD 4004
Phone: (07) 3831-5933
Fax: (07) 3831-5944
Ken Wong
BA (MAS); Dip Techg; Dip FP, CFP
Adviser
Ken has been a Certified Financial Planner (CFP) since 1986 and has extensive experience in all aspects of investment, retirement planning, Superannuation and risk insurance. Ken’s qualifications include a Bachelor of Arts in Modern Asian Studies from Griffith University, and a Diploma of Teaching and a Diploma of Financial Planning from Deakin University.
Ken is an associate of the Financial Planning Association of Australia and is bound by the Association’s Code of Ethics and Rules of Professional Conduct. He holds the professional designation CFP which is the highest title given by the Financial Planning Association.
Outside of his professional career Ken is a family man with 4 children. He enjoys recreational sports and travel.
"Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns
"Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty
"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson
"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser - Ray Barnes
"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns
