Christopher Wong, CFP®

Name Christopher Wong CFP®
Company Perpetual Trustee Company Limited
Address Level 29, 525 Collins Street
Melbourne, VIC 3000
Phone 0466547015

Chris is a Financial Adviser at Perpetual Private – Melbourne.

He has over 10 years’ experience in the financial advice profession and finds most fulfilment in helping clients achieve their goals. Walking alongside them in their wealth journey.

Chris specialises in areas of Investment Management, Superannuation, Taxation and Retirement Planning. He also has specialised knowledge in areas of Centrelink and Aged Care.

Chris is able to bring together specialists including lawyers and accountants – whilst leveraging Perpetual’s rich resource and technical capabilities across investments, personal insurance, tax, trustee services, philanthropic services.

Chris holds a double Bachelor of Commerce and Arts (Finance and Financial Planning) (International Relations and Politics). He is a member of the Financial Advice Association and holds the Certified Financial Planner® (CFP) designation.

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