Rudy Leong

Unisuper Management Pty Ltd

Silver
8 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 Planner® 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 Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2014
  • Years of experience 8
  • 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

5.00
3 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Punctual, polite ,easy to talk to,never rush through an appointment. Rudy ensures every detail is explained in a way that is are easy to understand and follow, empowering us with more understanding, knowledge and peace of mind. It is not a one of process, it is a journey you take, and it has to be taken with someone you trust and have faith in .Rudy definately ticks all those boxes for us. Sandy and Barry Field Falcon 6210 WA"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Rudy has guided us through our journey to retirement with a lot of advice and constant updates, he has shown a lot of patience with us to make sure we get things right with the best investments and planning to ensure we have a strong financial future."

  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I had a major matrimonial change in my life and needed good advice re my retirement fund. After spending 12 months trying to solve a couple of issues, without success, I meet Rudy. He made a note of my issues and it was not long before he contacted me with a very welcome solution to my problems."

  • Government Assistance
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Western Australia (UWA)
Completed
2009

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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