Venus Wong

AMA Financial Planning

Bronze
12 Yrs Experience
Nedlands, WA 6009

Venus commenced work at AMA Financial Planning in 2008, and holds a Bachelor of Arts in Psychology.

Venus is resolute about assisting clients in achieving their financial freedom. Her guiding philosophy is that a client’s true wealth only comes when they have the freedom to realise their full potential and live a life they enjoy.

Accordingly, she enjoys working with clients to uncover their hopes, dreams, and aspirations.

Through thoughtful financial planning, she can help deliver a solution, which takes them from where they are today, to where they want to be tomorrow.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.90
  • Number of reviews 38
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualifications
    • Fellow Chartered Financial Practitioner (FChFP)
    • Certified Financial Planner (CFP)
  • Languages spoken
    • Cantonese
    • English
    • Mandarin

AMA Financial Planning

14 Stirling Highway
Nedlands, WA 6009

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323