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Mei Wong

 Mei Wong

Share profile:
14 Stirling Highway
Nedlands
WA
6009
AU

Overview CONTACT THE ADVISER

Mei Wong Mei Wong

total Reviews

11

Experience

6yrs

Status

Platinum

Overall Adviser Rating

91

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

AMA Financial Services
AMA Financial Services

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

IOOF Holdings Ltd
IOOF Holdings Ltd
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Preparing for RetirementPreparing for Retirement
Centrelink BenefitsCentrelink Benefits
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Self Managed Super FundsSelf Managed Super Funds
Household BudgetingHousehold Budgeting
Socially Responsible InvestmentsSocially Responsible Investments

Latest Customer Reviews (3 of 11 total)See all

"Mei is fabulous to deal with. Very thorough, friendly and knowledgeable."

Fiona , 46-55 16 Jul 2018

"Exemplary efficient personalised service."

Con, 46-55 11 Jul 2018

"Mei has provided me with great advice comparing various personal insurance options. I feel the advice I am being given is independent with no hidden agendas or hidden fees which is likely to save me hundreds of dollars a year."

Sam, 35-45 28 May 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • Life Risk Specialist - FPA Awarded program (2017)
Years of experience
  • 6 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

14 Stirling Highway, Nedlands
WA 6009 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 98% Average Reviews
  • 11 Total Reviews
Fiona , 46-5516 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mei is fabulous to deal with. Very thorough, friendly and knowledgeable."

Con, 46-5511 Jul 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Exemplary efficient personalised service."

Sam, 35-4528 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mei has provided me with great advice comparing various personal insurance options. I feel the advice I am being given is independent with no hidden agendas or hidden fees which is likely to save me hundreds of dollars a year."

Michelle, 46-5521 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I can highly recommend Mei (Venus) Wong - she knows her stuff, is a very good communicator and educator. She has gone the extra mile for me sorting out superannuation and personal insurance; also planning for retirement well in advance. I really like that her financial advisory practice through the AMA is independent - fee for advice, with no hidden trailing commissions or backhanders. She does her job with integrity."

Mei Wong replied:
22 May 2018

"Thanks for your kind words Michelle. It was my pleasure assisting you with your financial planning requirements. If you have any friends you think may benefit from my services, please send them my way."

Jean, Under 3517 Apr 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
100%

"Extremely friendly, knowledgeable and approachable. Always willing to answer questions and provide advice. I’m grateful for her experience in helping me help my retirement funds! I know I can trust her for ongoing support and building financial wealth. "

Jenny, 35-4505 Apr 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Friendly and helpful! A great personalised service. Venus (Mei) went the extra mile to find the best package for me."

Patricia, 56-6517 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"She is smart elegent and caring for the customer and friendly nature ."

Yuying, Under 3510 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very detailed explanation and very professional. Well prepared before we met, efficient and easy to talk to. I had a great customer & adviser experience with Venus and good relationship after that. I will high recommend her to my friends or families if they need any info related private insurance. Good job! As well as her assistant Suyi."

Ben, 46-5506 Dec 2017
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Enthusiastic, dynamic, helpful and friendly. She send reminder when I forgotten things. She look after me well."

padmini, 65+17 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find Mei very efficient and a pleasure to do business with.i have already recommended her to my friends."

Martin, 65+10 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Mei Wong takes great personal care about my financial situation and goes above and beyond her responsibilities in ensuring the best outcomes for me. She is proactive in making recommendations and keeps a close watch on my investments. She is not only professional but friendly and helpful. I could not ask for more in a financial advisor and consider myself fortunate that she looks after my financial affairs."

Mei Wong replied:
17 Nov 2017

"Thanks very much for your kind review, hope you are enjoying Sydney life :) Venus"

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
8
Customers

#2
Building Super
STRENGTH
6
Customers

#3
Preparing For Retirement
STRENGTH
4
Customers

#3
Savings Investment
STRENGTH
4
Customers

#3
Tax Effective Strategies
STRENGTH
4
Customers

#4
Loan Products
STRENGTH
2
Customers

#5
Eco Friendly Investments
STRENGTH
1
Customers

#5
Estate Planning
STRENGTH
1
Customers

#5
Self Managed Super Funds
STRENGTH
1
Customers

#5
Socially Responsible Investments
STRENGTH
1
Customers

x

Overall rating

91%

Mei Wong

Company: AMA Financial Services

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Mei Wong is a member of and in what capacity, the licensee or company of Mei Wong and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Mei Wong (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%