Steve Wang
Principal / Financial Advisor
AR no: 000465888
Steve Wang has been working in the financial planning and accounting industry since 2005, with previous experience working for big four banks and a global bank.
Trained as professional athlete at young age, Steve understand discipline and habit can lead to winning results.
From tax accountant to holistic financial adviser, Steve wanted to empower his clients to achieve their financial and lifestyle goals. He loves to see people accomplish something they may have considered impossible – be it an enviable retirement nest egg or young parents wanting to secure their family’s financial future.
Steve has helped hundreds of people realise their financial aspirations with support in financial planning, investing, superannuation, and retirement planning.
When he’s not working, Steve loves travelling with his family, and play competitive basketball with his son.
Qualifications
Bachelor of Commerce (Accounting)
Diploma of Financial Services (Financial Planning)
Professional memberships
Associate Member of CPA Australia
Associate Member of The Tax Institute
Practitioner Member of Association of Financial Advisers
“I first met Steve when he became my financial adviser while he worked for my financial institution. Much to my disappointment he eventually left for bigger and better things. Having experienced his great service, I no longer found dealing with other advisers satisfactory. Since bumping into him and finding out he had his own setup, I was happy to jump on board. I have always found Steve to be very passionate about the ins and outs of the financial world, which has been displayed in the quality of work he’s produced for me. My finances reflected the outcome I needed and I recommend his services to anyone who is looking for professional guidance in their finances.”
—
Lucia - Financial Planning
Florey, ACT