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Financial Planner Profile

Name: Tony Wu

Qualifications: Focus on helping new and existing clients to build, grow and preserve wealth, I have over 12 years experiences in the Financial Planning industry, initially gained entry to the industry via the CBA Graduate Program & previously spending 9 years with ANZ Financial Planning as a Senior Planner. During my tenure I was awarded ANZ Financial Planner Associate of the Year in 2012. Qualification includes degrees in Advanced Diploma in Financial Services (Financial Planning) and Master of Business Administration (MBA) from the University of Queensland. I enjoy building strong rapports with customers, so I can make a real and positive difference in their lives. I am currently a member of the Financial Planning Association of Australia (FPA) and now a self-employed Financial Planner under Infocus.

Documents:

  • Financial Services Guide
  • Financial Advisers Register

Financial Planning Services:

  • Superannuation
  • Retirement

  

  • Purchasing property
  • Estate planning