Richard Ong, CFP®


Name Richard Ong CFP®
Address Level 1 339 William Street
West Melbourne, VIC 3003
Phone 61393293533

Richard Ong FCPA (FPS), CFP®, MBARichard is a FCPA and CFP in Public Practice. He is the Managing Partner of a Private Wealth Tax Advisory practice, and a Financial Planning practice. He is well supported by a team of Tax Accountants and Financial Advisors.Richard specialise in the advisory of private wealth entities, investments, inter-generation succession and legacy planning. He is well experienced from his previous international and domestic roles in Accounting, Taxation, Financial Advisory and Consulting.Richard holds high conviction in the value of good holistic financial advice to clients in their pursuit of financial goals and aspirations.Richard is a Fellow of CPA Australia, Certified Financial Planner, registered Tax Agent, and SMSF Auditor. He is fluent in English, Mandarin and Cantonese.

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