Brendon Wong

Lead Partners Private Wealth

Silver
16 Yrs Experience
Auchenflower, QLD 4066
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Lead Partners Private Wealth

420 Milton Rd
Auchenflower, QLD 4066

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lead Partners Private Wealth Pty Ltd

AFSL 520268

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"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"

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

"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."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

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

"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."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I love dealing with Brendon Wong. He gives practical advice that I know is in my best interests. He's easy to talk to and work with and does things quickly, reliably and accurately. I have referred several friends and family members to him and they are all pleased with his help as well."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Brendon to be approachable, trustworthy, reliable and so very experienced and knowledgeable as our financial adviser. He is able to explain in easy details what we have to do and so very attentive in all matters. He has been looking after our financial affairs for many years. We would have no hesitation in highly recommending him to look after anyones financial affairs. We have every confidence in him."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Brendon has provided me with advice on my superannuation, investments, and insurance for quite a few years now. I feel comfortable discussing my finances with him and have always been able to understand the strategies he is explaining. I've always felt he was doing what is in my best interest, and that he has never steered me wrong. I have and will continue to recommend his services to anyone I know who needs a financial adviser."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • 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
2012

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Brendon's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Brendon able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Brendon's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Brendon to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Brendon?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Brendon provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Brendon may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Brendon Wong
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens

Contact details