Venus Wong CFP® LRS® FChFP

Financial Adviser at AMA Insurance Brokers & Financial Services
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Perth Area, AU
Languages
  • English Native or bilingual proficiency
  • Cantonese Native or bilingual proficiency

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Credentials

  • Fellow Chartered Financial Practitioner
    AFA
    Jul, 2018
    - Nov, 2024
  • LRS® Life Risk Specialist Program
    Financial Planning Association of Australia
    Jun, 2017
    - Nov, 2024
  • Accredited Aged Care Professional
    Aged Care Steps (ACS) Pty Ltd
    Jun, 2016
    - Nov, 2024
  • Accredited Listed Product Adviser Program
    Kaplan Professional (Australia)
    Jun, 2016
    - Nov, 2024
  • CFP® Certification Program
    Financial Planning Association of Australia
    Jun, 2016
    - Nov, 2024
  • Self Managed Super Fund
    Kaplan
    Jan, 2011
    - Nov, 2024
  • Advanced Diploma of Financial Services (Financial Planning)
    Kaplan
    Jan, 2010
    - Nov, 2024
  • Diploma of Financial Services - PS 146
    Training Australia/Mentor Education
    Jan, 2007
    - Nov, 2024
  • Bachelor of Arts (Psychology)
    Murdoch University
    Jan, 2003
    - Nov, 2024
  • Diploma of Marketing
    The University of Hong Kong
    Jan, 1998
    - Nov, 2024

Experience

  • AMA Insurance Brokers
    • Australia
    • Insurance
    • 1 - 100 Employee
    • Financial Adviser
      • May 2012 - Present

    • Client Relations Consultant/Paraplanner
      • Feb 2012 - May 2012

  • AMA Financial Planning
    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Planner
      • Feb 2008 - Present

  • Macquarie Group
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Adviser Assistant
      • Dec 2011 - Jan 2012

  • AMA Insurance Brokers
    • Australia
    • Insurance
    • 1 - 100 Employee
    • Client Relations Consultant/Paraplanner
      • Feb 2008 - Dec 2011

Education

  • Murdoch University
    Bachelor of Arts - BA, Psychology
    2002 - 2005

Community

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