Steve Wang

DW Private Wealth

Gold
13 Yrs Experience
Manuka, ACT 2603
I have been working in the accounting and financial planning industry since 2005, with previous experience working for medium size accounting firm, the big four banks and a global bank.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • 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 Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2009
  • Years of experience 13
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

DW Private Wealth

25 Murray Crescent
Manuka, ACT 2603

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

5.00
7 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—7 of 7

Sort by

5.00

"Steve has given me good advice on investing the money I had in the bank, I was unsecured as I had never invested before, the bank was not owning me any money, in fact it was going down and down. Steve explain to me in a very clear way and a language I can understand what would be the best for me, I often would ring and asked questions, he always courteously and clearly put my mind at rest. I am happy with the care I have been given"

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

"Steve has been my trusted financial adviser for many years now. His advice in relation to my personal superannuation, insurance and investments has always been very sound and well structured. Steve is very conscious of the ever changing financial environment and keeps me well informed. His genuine concern and clearly explained strategies have provided me with a high level of financial confidence as I enter my retirement years. I highly value Steve's experience, knowledge, honesty and empathetic personal style. I have no hesitation in recommending recommended Steve's services to friends and family members."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have found Steve invaluable. We were in need of risk protection and some general advice with regards to our superannuation position. We found Steve very knowledgeable and personable and a pleasure to deal with. His solutions were tailored to our individual requirements made possible by his thorough analysis of our position and in listening to our concerns and aspirations. Thank you Steve!"

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

"My first meeting with Steve was an eye-opener. My friend who recommended Steve to me was correct, Steve knew what questions to ask as I really had no idea. He then directed me along a pathway, but kept checking that I understand what he was suggesting and why. I have been delighted with Steve's manner and approach to teaching me about finance. He has been positive and encouraging. I am learning more on each visit. I do enjoy talking with Steve at each session. I am no longer frightened that I will have no money to furnish my old age. Steve has explained to me how my money is working for me and I do not have to worry about my old age. Gabrielle Jarvis"

  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has provided us with excellent advice and service for the last 8 years. Our portfolios have given excellent returns. Steve has given us good information on all our holdings and ensured that we were cognisant with the changes to Centrelink pensions. We have no hesitation in recommending him as a thorough and well informed advisor. It is good to have a financial planner who keeps an eye on all our needs and requirements, and who we don't have to constantly contact to get information and an update. We have referred many friends and acquaintances to Steve. He has also improved our daughter's financial situation with better advice and investments."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Steve has given me advice and on what to do with my superannuation and where i can invest my money in. Steve has explained everything to me in a clear way so i can understand. I totally trust Steve with me financial situation and I know he will look after me always."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was searching for a FA and word of mouth recommendation led me to Steve Wang. My first appointmentwas very professional and easy to understand. My testimony is Steve's advice of a Trauma Cover which saved me financially after my recent health scare. Surprisingly my Trauma Cover came into good use and thanks to Steve's commendable advice and his expertise, advice and guidance on retirement goals, financial and health wise. I am happy and blessed with life and will recommend Steve to my friends and any strangers who may need a recommendation for a FA who understands their needs, delivers and follows things through through promptly and properly."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • 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
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Margin Leading and Geared Investments

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

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Australian National University (ANU)
Completed
2005

Diploma of Financial Services

Level
5 - Diploma
Institution
ThreeSixty
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Certified Practising Accountants Australia (CPA)

Membership type
CPA
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