Venus Wong

Ama Financial Services

Gold
10 Yrs Experience
Nedlands, WA 6009

Recent reviews

Ama Financial Services

14 Stirling Highway
Nedlands, WA 6009

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 31
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualifications
    • Fellow Chartered Financial Practitioner (FChFP)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.85
31 Reviews
5
4
3
2
1
4.85
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 31

Sort by

5.00

"Venus gave me great advice regarding my insurance cover and was always giving me timely updates about my application. She was meticulous in her research and made the time to explain things clearly to me."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Honest and valuable advice on income protection. Highly recommend."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Venus was extremely helpful and friendly, she managed to sort out all of my insurance needs. I would highly recommended her."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks for organising income protection insurance. Happy with process, clear communication"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Both Venus Wong and Chiara Sewell were a pleasure to deal with. Professional, knowledgeable, attentive and responsive, and with a good sense of humour as well."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Venus Wong and Chiara Sewell were extremely enthusiastic and efficient in managing my SMSF. They were very competent at their job, and made me feel at ease. I would recommend them to any of my medical colleagues. They will be helping me arrange my will, and I am very confident that they will make it straightforward for me."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Venus has given my partner and I advice for income protection and life insurance. She is knowledgeable and an expert in her field. I recommend her without hesitation."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Venus’s Help allowed me to reduce my very large insurance premiums to a more affordable level. She listened carefully to my description of my current financial position and future plans. She then advised accordingly. She was very attentive to the specific details of my needs in the context of personal risk management."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Venus has given me advice in the area of insurance. Her service was excellent."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Venus has been very helpful setting up my new insurance . She is easy to contact by phone and email. She has a thorough knowledge of her subject and gives good advice. She has done a good job"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 31

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2018

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Life Risk Specialists (LRS)

Level
0 - Training / Exam / Other
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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