Jenkin Wang

I have been in the Financial Planning industry for more than 20 years to help people from starting a young family to a happy retirement.

Since 2003, I have been qualified as a Certified Financial Planner which is the highest qualification you can obtain for a financial planner.

I aim to provide personalised and responsible advice suited to your objectives and believe that sound advice and planning is the key to improving your financial position. 

I undertake continuous professional development and training programs so that I am up to date with legislative changes to superannuation, investment, social security and tax environments.

I have access to technical, risk and investment research professionals who provide me with additional analysis on strategies and products that become available as a result of these changes.

I will help you sort out your goals and weigh up different investment strategies to achieve them. 

Most importantly, I turn your thoughts into action.  There are no secret formulas to achieving financial security.  I work with you to get the basics right and ensure you have a plan to achieve your goals over time.