Katie Wong

Associate Adviser

Knowing that I have eased clients’ worries by helping create a clear roadmap to their financial freedom, gives me great fulfilment.

For the last 5 years Katie has assisted clients to achieve their financial freedom by providing technical support to advisers. She has recently commenced the next part of her adviser journey and is excited to provide quality holistic advice. Katie's approach is defined by her commitment to fostering strong relationships with clients. Her genuine compassion, unwavering honesty, and unyielding work ethic form the cornerstone of these relationships. She aspires to help clients navigate their financial world with confidence and clarity.

Areas of expertise

  • Wealth Creation & Accumulation
  • Wealth Protection
  • Retirement Planning
  • Cashflow & Budgeting
  • Superannuation

Katie Wong loves

  • Being in touch with nature, going camping when it is warm and snowboarding when it’s cold.
  • Attempting recipes that are far above her skill level, and making her husband be the taste tester.
  • Staying active by going to the gym and playing team sports.

Qualifications

  • Master of Financial Planning (Kaplan Professional)
  • Bachelor of Business (Finance) (UTS)

Areas of expertise

  • Wealth Creation & Accumulation
  • Wealth Protection
  • Retirement Planning
  • Cashflow & Budgeting
  • Superannuation

Qualifications

  • Master of Financial Planning (Kaplan Professional)
  • Bachelor of Business (Finance) (UTS)

Katie Wong loves

  • Being in touch with nature, going camping when it is warm and snowboarding when it’s cold.
  • Attempting recipes that are far above her skill level, and making her husband be the taste tester.
  • Staying active by going to the gym and playing team sports.