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.
Steve's experience in the banking and investment sectors was quite extensive and assuring. As an older client my questions and needs to him were understood. He was very patient as he had to re explain some questions. His knowledge regarding superannuation was up to date and reassuring. Am looking forward to his continued advice as things may or may not change. I would recommend Steve with confidence.
Steve Wang and his team at DW Private Wealth have been serving us very well since we were first introduced to them through AustralianSuper over 12 months ago. Steve quickly familiarised himself with our personal circumstances and tailored his advice to best meet our needs. That advice has been put into practice and documented very comprehensively. Steve is very well informed and explains things simply and concisely. He is attentive and patient and very generous with his time. We think DW Private Wealth actually fulfil all the objectives set out in their mission statement. We are very pleased with what Steve has done for us and look forward to our continuing relationship. We are happy to recommend his services highly to any potential clients.
Steve is always helpful & knows about the market & what is happening globally and the trends that may affect our superannuation investments. He provides plenty of information & sorted out my retirement & pension to my satisfaction.
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
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.
- Adviser status Platinum
- Number of reviews 10
- First year providing advice 2009
- Years of experience 14
- Bachelor of Commerce
DW Private WealthUnit 4-6, Level 1, 45 Novar St
Yarralumla, ACT 2600
- 9:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd