Brendon Wong

Lead Partners Private Wealth Pty Ltd

Silver
18 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 4.97
  • Number of reviews 8
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Lead Partners Private Wealth Pty Ltd

420 Milton Rd
Auchenflower, QLD 4066

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lead Partners Private Wealth Pty Ltd

AFSL 520268