Steve Wang

DW Private Wealth

Platinum

16 Yrs Experience

Yarralumla, ACT 2600

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Steve has worked in the accounting and financial planning industry since 2005. He brings extensive experience from his roles as a tax accountant in medium-sized accounting firms and as a senior adviser within several major institutions, including big four banks and a global bank.

He is highly regarded for his expertise in retirement planning and complex financial strategies, including tax-effective investment advice, superannuation, trusts, and self-managed super fund (SMSF) advice.

A Canberra local, Steve is a proud alumnus of Canberra Grammar School and the Australian National University. Trained as a professional athlete from a young age, he continues to embrace an active lifestyle. Outside of work, he enjoys travelling with his family and playing competitive basketball with his son.

Steve can be contacted directly on 0488 660 649 for an initial discussion or via email at steve.wang@dwprivatewealth.com.au.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Complex Investments
Socially Responsible
Tax Strategies
Growing Assets

5.00 June 2024

Steve is a great financial adviser who has helped our family navigate many major financial decisions in recent years, including diversifying our share portfolio, property sales and purchase, and long term retirement planning. Steve offers advice without being pushy on particular options. He understands economic conditions and markets very well, and translates the opportunities and risks in an easy to understand way for everyday investors. Steve has a wealth or experience working with larger firms in the financial industry, but as an independent adviser, he really shines with a strong emphasis on personalised service. He understands our personal circumstances and his advice has always helped us progress towards our longer term goals. We'd recommend Steve to anyone looking for a trusted and capable financial adviser.

4.75 March 2023

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.

Ange

5.00 October 2022

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.

4.50 February 2022

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.

5.00 August 2021

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