Congratulations Katie Wong

At its core, Stanford Brown remains a firm that is very focused on promoting and developing from within. Over half of our Adviser team have come into the role following an internal development pathway, and long may that continue.

We celebrate a significant milestone for Stanford Brown Adviser, Katie Wong as she completes her Professional Year.

The once ridiculed (and rightly so) process to become a qualified Financial Adviser is now a long and substantial journey requiring an undergraduate degree in financial planning or a master’s in financial planning topped off with a Professional Year building your experience with clients.

Katie becomes our fourth adviser to complete their Professional Year with Stanford Brown. Congratulations, Katie!