SWISS Financial Consultants is a group dedicated to helping you build your wealth while maximising both your financial security and income levels.
To this end we focus primarily on Managed Discretionary Account (MDA) service which we are licensed to provide. It is an efficient way to personalise advice to you on the highest level in order to meet your specific investment needs.
Within this framework we also offer the following services
Superannuation is also an important area — especially to investors who are retired or about to be. We can provide investment strategies and our specially selected partners can provide the necessary administrative and custodial management services.
Our principal, Gary Wong, first obtained a Dealer Securities Licence in 1992. In 2004, the Licence was changed to an A. F. S. L under the Company name, SWISS Financial Consultants Pty Ltd.
Your wealth creation and protection are our prime concerns.
We work with a network of like-minded professionals with specifically chosen expertise in such areas as share broking, superannuation, insurance and more. You will find their expertise, as guided by Gary Wong, invaluable.
At SWISS, we are professional financial consultants — not financial planners, stock brokers or fund managers. We will work closely with you to give you value for money in your wealth building while freeing you from the burden and constantly changing complexities of doing it all yourself.
The strengths of our team come from a strong foundation built on education qualifications, industry track records and life experience.
Contact us now on (03) 9614 8818 for an obligation-free discussion to discover what SWISS Financial Consultants can do for you.
Gary is responsible for all the company's activities. As our MDA advisor, he is assisted by a hand-picked team assembled in accordance with the key requirements of your MDA portfolio.
Gary holds a Bachelor of Economics Degree, Advanced Diploma of Financial Services and is a member of CPA (Certified Public Accountants), FINSIA (Financial Services Institute of Australasia), CSA (Chartered Secretaries Australia) and SAA (Stockbrokers Association of Australia).
He is an outstanding portfolio management specialist with over 29 years experience in shares, the money market and fixed interest investments in the Australian market.
His previous experience includes 10 ten years managing a $160 million investment portfolio for VACC/Amev; preparing recommendations to Board members and implementing decisions.
Gary worked for three years with Potter Partners in Melbourne, under an options specialist; he also worked as a private client adviser in the firm.
He has been providing investment and financial planning advice since obtaining his Australian Securities Dealer License in 1992. Where Gary provides you with MDA services, he will prepare an investment program for you that will explain:
Simon is our financial management and business planning specialist. He is also responsible for managing the day to day operations of SWISS. Simon is a hands-on manager possessing strong administrative skill and business experience.
Simon holds a Bachelor of Economics Degree and is a member of both the Australian CPA and the Hong Kong Institute of CPA. He has over 30 years of experience in senior financial management positions with multinational companies throughout the Asia Pacific region.
Simon was the Chief Financial Officer of Universal Furniture Limited, one of the largest home furnishing groups in Asia with multiple international subsidiaries in Asia, Europe and North America. In 1983, he assisted Universal Furniture to become the first Asian company to successfully list on NASDAQ through an IPO. He was actively involved in the sales of the company to an US conglomerate in 1989, maximizing the return to its shareholders.
From 1998 to 2012, Simon was the Co-founder and Director of a home furnishing manufacturing and distribution company in Singapore and Shanghai. Simon has spent over 10 years living in Shanghai and possesses strong insight and knowledge of doing business in China.
Simon has now returned to settle in Melbourne and joined Swiss Financial in 2014. He will be able to provide his expertise in the areas such as:
Find out more about Simon on LinkedIn.
Patricia is our risk management, internal audit and compliance specialist. She is achievement oriented, commercially focused, analytical, and enjoys finding solutions for challenging problems. She has an ability to harness team strengths, and influence successful outcomes with a range of stakeholders.
Patricia has over 25 years experience assisting a wide variety of enterprises, ranging from small businesses and not-for-profit organisations to top 50 ASX-listed companies. Her experience encompasses industries such as telecommunications, call centres, marketing, health funds, manufacturing, printing, and service organisations — to whom she has provided her expertise in such areas as:
In addition to her business, management and leadership qualifications, Patricia holds a Bachelor of Commerce Degree and a Master of Business Administration and is an Associate of the Institute of Chartered Accountants in Australia.
For some products, we require that you provide us with the identification form developed by the Investment and Financial Services Association Limited and the Financial Planning Association of Australia Limited (IFSA/FPA Form).
A copy of the relevant IFSA/FPA forms are below:
For more detailed information on AML/CTF please refer to the AUSTRAC Website.