SMSFs: What happens if you exceed your super caps
23rd April 2024
Brendon Wong
Financial Adviser & Mortgage Specialist
Overview And Experience
A thorough, technically minded Adviser with over 20 years of experience in financial services.
A thorough, technically minded adviser with over 20 Years of Experience in financial services.
During his many years in the financial planning industry, Brendon has worked in a range of roles including Financial Adviser, Paraplanner, Compliance Coordinator and Mortgage Broking. Brendon uses his broad range of experience to provide a high level of service that encompasses financial advice as well as assisting with lending and finance needs.
Brendon’s passion is working with clients to help them meet their financial goals and enhance their lives, using strategies that are specifically designed around individual client needs.
He is a proud member of the Financial Advice Association (FAA) and he has completed an Advanced Diploma of Financial Services (Financial Planning). Additionally, Brendon has a Certificate IV in Finance and Mortgage Broking and a recognised accreditation in Self-Managed Superannuation Fund advice.
As a doting father to his two young girls, Brendon doesn’t get a lot of spare time, however when he does it is either spent reading an interesting biography or sharing a tasty meal with his wife of 15 years.
Brendon is available for appointments at our Auchenflower office.