George Wong

Wealth Advisor - InsuranceBCom(Hons), DipFP, AFP®

George Wong is a specialist Insurance Advisor assisting the Sydney, Canberra and Melbourne offices in the area of personal insurance.

George provides tailored advice to help clients meet their personal insurance needs. To achieve this, he gains an in-depth understanding of the client’s personal situation and helps them understand how to protect their finances and family in the event of premature death or they are unable to work due to injury or illness.

“Investing in personal insurance allows you and your family to protect against life’s uncertainties whilst maintaining quality of life. Most individuals focus on building wealth and often overlook protecting their wealth with insurance,” George says.

“Our fee-for-service model allows me to help my clients structure an insurance package with no trail commision being paid to an advisor. This allows my clients to benefit from a reduced premium for the life of the policies, meaning they are likely to continue holding cover when they need protection the most."

George has a Bachelor of Commerce with Honours in Econometrics from the University of Sydney. He also has a Diploma of Financial Planning from Kaplan. He is currently completing the Certified Financial Planner® (CFP) Certification Program from the Financial Planning Association of Australia.