Steven Wong
Senior Financial Planner at Rae Wealth Pty Ltd at Lifespan Financial Planning- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Sydney Area, AU
Languages
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English Native or bilingual proficiency
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Chinese -
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Experience
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Lifespan Financial Planning
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Australia
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Financial Services
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1 - 100 Employee
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Senior Financial Planner at Rae Wealth Pty Ltd
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Dec 2021 - Present
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Director
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Feb 2017 - Present
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Millennium3 Financial Services Pty Ltd
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Australia
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Financial Services
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1 - 100 Employee
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Senior Financial Planner at Rae Wealth Pty Ltd
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Dec 2019 - Dec 2021
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BT
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Australia
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Financial Services
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700 & Above Employee
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Remediation Case Manager
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Jul 2019 - Dec 2019
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Senior Financial Planner
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Oct 2018 - Jun 2019
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Advanced Financial Planner
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May 2016 - Sep 2018
Advanced Financial Planner
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Senior Compliance Coach
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Mar 2011 - May 2016
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Westpac
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Australia
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Banking
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700 & Above Employee
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Financial Planner Assistant
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Sep 2010 - Mar 2011
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Macquarie Group
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Australia
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Financial Services
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700 & Above Employee
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Paraplanner
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Feb 2010 - Jul 2010
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ING
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Netherlands
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Banking
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700 & Above Employee
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Field Compliance Analyst
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Mar 2006 - May 2009
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Education
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Kaplan Professional
Ethics and Professionalism in Financial Advice, Financial Planning and Services -
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Kaplan Professional
Advanced Diploma of Financial Planning, Financial Planning and Services -
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Kaplan Professional
Self Managed Superannuation Funds, Financial Planning and Services -
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Kaplan Professional
Margin Lending, Financial Planning and Services -
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Kaplan Professional
Diploma of Financial Services, Financial Planning and Services -
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Western Sydney University
Bachelor of Commerce - BCom, Accounting
Community
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