A thorough, technically minded Adviser with over 20 years of experience in financial services.
Brendon’s passion is working with clients to assist their journey in meeting their financial goals, using strategies that are specifically designed around their needs.
He is a proud Financial Planner AFP® member of the Financial Planning Association of Australia (FPA) and has completed an Advanced Diploma of Financial Services (Financial Planning) and a recognised accreditation in Self-Managed Superannuation Fund advice. Additionally, Brendon has a Diploma in Finance and Mortgage Broking Management and is an Accredited Member of the Finance Brokers Association of Australia.
Brendon originally joined the Financial Planning industry in 1995, and has worked in a range of roles including Financial Adviser, Mortgage Broker, Paraplanner and Compliance Coordinator. Through Brendon’s broad range of experience he is able to offer a well-rounded view of the industry and uses this knowledge to provide a high level of quality advice and service to his clients.
Brendon has been my financial adviser for several years and in this time has helped me through a number of life experiences which have had an impact on my financial arrangements. Brendon has made a complex system simple to understand and I can always rely on him to patiently and clearly explain the processes and potential outcomes when we make changes to my portfolio. I would not hesitate to recommend Brendon's services to others.
Since meeting Brendon 12months ago I wasn't sure if my needs where fancy enough or big enough for the business. Brendon put me at ease ad explained that no amount is to small to get ready for retirement and your future financial income,. My super has grown and my financial future for retirement is looking great. Thanks Brendon
I went to Brendon for advice on my DIY Super/Fund when I became quite disappointed with my previous advisor. Brendon is extremely helpful and honest. I trust him totally with managing my S/Fund. We discuss strategies in regards to my wants and needs and Brendon carries out whatever requests that we discussed accordingly. Whenever I have any queries he is quick to respond, usually within a few hours. I find Brendon very friendly and approachable. Sometimes he goes over and beyond his duties to help me with those curve balls I throw at him. What I do admire about Brendon also is that he is not too proud to admit he may not know about some products or tax minimisation strategies, but he will come back to me in a short time with an answer after he has done a thorough research.
I feel extremely confident, in our choice of Brendon, as our financial advisor. He manages our superannuation fund and helps us understand in plain English all the ramifications for the future. Brendon is very friendly and I would have no hesitation in recommending him to my family and friends.
Brendon Wong has fantastic knowledge in a vast range of areas, and has always put my needs first. His ability to understand my situation and provide a comprehensive solution gives me absolute confidence in the financial advice I receive. Having been a client of Brendon for many years, I have seen his strategies achieve great results for me. Brendon is extremely professional and I would highly recommend his services.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2006
- Years of experience 17
- Advanced Diploma of Financial Services (Financial Planning)
Lead Partners Private Wealth Pty Ltd420 Milton Rd
Auchenflower, QLD 4066
- 9:00am – 5:00pm Monday – Friday
Lead Partners Private Wealth Pty Ltd