Rudy Leong

Unisuper Management Pty Ltd

Gold
10 Yrs Experience
Perth, WA 6000

Rudy is a Strategic Financial Adviser with over 8 years' experience in the financial services industry.

Rudy is passionate about educating and assisting his clients, and genuinely enjoys helping individuals and couples map out and achieve their personal financial, and lifestyle goals.

Rudy specialises in providing bespoke financial solutions in the following areas:

  • Superannuation and Retirement Planning
  • Investment Planning and Wealth Creation Strategies
  • Asset Allocation and Portfolio Construction
  • Not-for-Profit Investment Planning
  • Budgeting and Cash Flow Management
  • Debt Management
  • Risk Management
  • Tax Planning
  • Centrelink Planning

Rudy is a Certified Financial PlannerĀ® and holds a Bachelor of Commerce (University of Western Australia) and an Advanced Diploma of Financial Services (Financial Planning).

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Unisuper Management Pty Ltd

Level 15, 140 St Georges Terrace
Perth, WA 6000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Unisuper Management Pty Ltd

AFSL 235907