Tony Wu

Infocus Securities Australia Pty Ltd

Gold
19 Yrs Experience
Kuraby, QLD 4112

Focus on helping new and existing clients to build, grow and preserve wealth, I have over 14 years experiences in the Financial Planning industry, initially gained entry to the industry via the CBA Graduate Program & previously spending 9 years with ANZ Financial Planning as a Senior Planner. I was awarded ANZ Financial Planner Associate of the Year in 2012 and hold degrees in Advanced Diploma in Financial Services (Financial Planning) and Master of Business Administration (MBA) from the University of Queensland. I enjoy building strong rapports with customers, so I can make a real and positive difference in their lives.

Expertise

  • Financial Hardship
  • Redundancy

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 7
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Business Administration
  • Languages spoken
    • English
    • Mandarin

Infocus Securities Australia Pty Ltd

8 Scenic St
Kuraby, QLD 4112

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523