Jason Wong Email & Phone Number | Jason is a Senior Investment Adviser and actively manages bespoke wealth management portfolio's for high net worth, ultra high net worth and Family Office clients. The provision of bespoke advice for my clients is determined via the process of gaining an understanding of your wealth creation needs and objectives. Following this analysis, we develop a pre-defined investment strategy to build the portfolio and select the most appropriate investments encompassing a combination of Australian listed equities and International listed equities, exchange traded funds, fixed interest and hybrid securities. Our team manages the portfolio reporting, tax reporting and administration functions of your portfolios. My aim is to be a trusted partner in your investment and wealth management journey and I have the knowledge and expertise with respect to the Australian/Global equities markets and asset allocation to create a bespoke strategy to suit your current and long term financial aspirations. My bespoke wealth management services include providing advice in respect of: Australian Securities International Securities Managed Investments Exchange Traded Funds (ETF’s) Deposit and Money Market Products Margin Lending Products Superannuation Fixed interest and Hybrids Global Asset Allocation Portfolio Management and Administration Strategic Asset Allocation Tactical Investment Strategies Structured Products Managed Discretionary Accounts (MDA) Tax (financial) advice

Jason Wong

Jason is a Senior Investment Adviser and actively manages bespoke wealth management portfolio's for...
Melbourne, Melbourne, Australia

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Jason Wong’s Location Melbourne, Melbourne, Australia

Jason Wong’s Current Industry Shaw And Partners

Jason Wong’s Prior Industry Macquarie

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Senior Investment Adviser

2016-07-01 00:00:00 - Present

Investment Adviser

2004-07-01 00:00:00 - 2016-07-01 00:00:00

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Jason Wong is a Jason is a Senior Investment Adviser and actively manages bespoke wealth management portfolio's for high net worth, ultra high net worth and Family Office clients. The provision of bespoke advice for my clients is determined via the process of gaining an understanding of your wealth creation needs and objectives. Following this analysis, we develop a pre-defined investment strategy to build the portfolio and select the most appropriate investments encompassing a combination of Australian listed equities and International listed equities, exchange traded funds, fixed interest and hybrid securities. Our team manages the portfolio reporting, tax reporting and administration functions of your portfolios. My aim is to be a trusted partner in your investment and wealth management journey and I have the knowledge and expertise with respect to the Australian/Global equities markets and asset allocation to create a bespoke strategy to suit your current and long term financial aspirations. My bespoke wealth management services include providing advice in respect of: Australian Securities International Securities Managed Investments Exchange Traded Funds (ETF’s) Deposit and Money Market Products Margin Lending Products Superannuation Fixed interest and Hybrids Global Asset Allocation Portfolio Management and Administration Strategic Asset Allocation Tactical Investment Strategies Structured Products Managed Discretionary Accounts (MDA) Tax (financial) advice