Chris Wong CFP®

About

Client first. Holistic. Goals based approach to advice. Superannuation, Retirement Planning, SMSFs, Income Structuring, Investment Advice, Taxation, Legacy Planning, Philanthropy, Aged Care, Estate Planning, Centrelink. 💡 Connect via LinkedIn Mail ✉️ [email protected] 📱 0404 533 602 (Call or Text)

Experience

• Wealth Adviser at Hewison Private Wealth
  Jul 2026 - Present · 1 mo

• Perpetual Limited (6 yrs 7 mos)
  • Financial Advisor
    Jan 2023 - Jul 2026 · 3 yrs 7 mos

  • Associate Adviser
    Jan 2020 - Dec 2022 · 3 yrs

• Financial Planner at ANZ
  Sep 2017 - Sep 2019 · 2 yrs 1 mo

• Associate Advisor at Shadforth Financial Group Ltd
  Nov 2015 - Sep 2017 · 1 yr 11 mos

• Paraplanner at Commonwealth Bank
  Sep 2014 - Oct 2015 · 1 yr 2 mos