George Wong, CFP®

Name George Wong CFP®
Company Kauri Asset Management
Address 601/23 Hunter St
Sydney, NSW 2000
Phone 0449 954 739

George has a breadth of wealth management knowledge and strong experience in superannuation, tax-effective wealth creation, retirement planning, investment management and wealth protection.

George is passionate about being an adviser as he gets the opportunity to make a significant impact on his clients lives. George also believes in the importance of forming personal connections with his clients to create long term, meaningful relationships and prioritises education so clients feel empowered to make informed decisions about their financial future.

George is a Certified Financial Planner®, holds a Bachelor of Commerce (Honours in Econometrics and Major in Finance) from the University of Sydney, a Diploma in Financial Planning from Kaplan and attained accreditation by the Stockbrokers Association of Australia to provide advice on securities and managed investments. George also completed the FASEA Financial Adviser Exam in June 2020.

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