Pauline Song

Associate Partner

Biography

Pauline joined Findex in 2007, following two years in the banking sector. Prior to that, she enjoyed experience working in a taxation advisory role whilst studying for the Master degree in Accounting. Pauline is passionate about helping people take control of their financial wellbeing. She does this by helping her clients make sense of their complex financial issues, identify and prioritise their goals. She then works beside her clients and assists them in achieving these goals.

Pauline prides herself on building and maintaining long term relationships with her clients. She supports her clients through times of their personal and lifestyle changes, and guides them throughout the ever-changing environment of both financial markets and regulations. Pauline has experience across a broad range of financial planning services, such as; Superannuation and retirement planning, Wealth accumulation, Formulating appropriate investment structures, Asset allocation and investment strategies, Ongoing portfolio management, Aged Care advice and Social security advice.

My speciality

Wealth Management
Office Location
Findex Sydney
Level 15, 1 O'Connell Street
Sydney, NSW 2000
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Phone: (02) 9262 2155
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