• Your Wealth is Our Goal

    Discover why the SWISS way should be your way.


    Your Wealth is Our Goal

    Discovery why the SWISS way should be your way

    Your wealth is our goal

    Discover why the SWISS way should be your way.


    Your Wealth is Our Goal

    Your Wealth is our Goal

    Discover why the SWISS way should be your way.


  • What We Do


    We listen closely to fully understand your financial goals.

    And we keep an ear to the ground to monitor investment and financial developments so that you can make fully-informed decisions.

    Who We Are

    SWISS Financial Consultants is a group dedicated to helping you build your wealth while maximising both your financial security and income levels.


    We begin by discussing your current financial situation with you in detail in order to tailor a personalised investment program that will best meet your immediate and long-term goals.

  • Call us at (03) 9614 8818

    Contact us now for an obligation-free discussion to discover what SWISS Financial Consultants can do for you.

  • Services

    ...plus tips on choosing a financial advisor.

    Key reasons to talk to a SWISS financial consultant today

    Wholesale / Professional Investors

    Future of Financial Advice

  • The Blog

    Thoughts, musings, and ruminations.

    1. Can other advisors provide this MDA service? Yes, if he/she is licensed by the dealer principal and the dealer principal has MDA services in the ASFL. 2. Can the MDA investment program provided guarantees to make profits yearly? An investment program is an investment strategy which takes...
    HOW WE WORK FOR YOU We usually begin by an analysis on your present situation, your needs and whether setting up a Managed Discretionary Account (MDA) service is suitable for you. A Managed Discretionary Account is one in which the ownership in the various investments remains your own. Your...
    July 28, 2015
    Why Choose SWISS We are experienced investment advisors We work for you All investments are in your name We can make decisions for you under your MDA service agreement We provide you with direct access to your investments We charge fee for service so there are no commissions or hidden...
    More Posts
  • Latest Service Offerings

    Swiss Financial Consultants has formed partnerships with two outside specialists to boost its service offerings on a fee for service basis.

    Portfolio Management and Reporting Services

    A comprehensive stockbroking and portfolio reporting service is now offered via a large stockbroking firm on their Portfolio Wrap service.

    The service provides a consolidated and simple reporting service for an investment portfolio for both individuals and SMSFs. For a single fee the service includes:

    • Consolidated daily online reporting for all assets via a secure website, including performance reporting. The wrap services can include Shares, Cash Accounts, Listed Options, Wholesale Managed Funds, and unlisted assets
    • Capital Gains Tax Reporting
    • Quarterly Hard Copy Reports designed to optimise any capital gains or losses
    • Annual Consolidated Tax Report
    • You will also have access to research material, market news and other valuable investment tools via the platform. 

    Portfolio Administration Services

    A portfolio administration and tax reporting service is now on offer to both individual and SMSF clients. For a single fee the client is offered a comprehensive administration service including:

    • Daily account administration
    • Online access
    • Annual tax report
    • Cash flow reporting
    • Dividend processing and corporate actions
    • Daily investment revaluations
    • Capital gains maintenance
  • About Our Company

    We always strive for the best.

    Who We Are

    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

    • Portfolio management
    • Share advice, research and execution
    • Financial guidance and planning strategies
    • Referrals to services outside our areas of expertise
    • Home loan services
    • Retirement planning
    • Estate planning, wills and powers of attorney
    • Insurance 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.

  • Code of Ethics


    We shall observe the highest standards of honesty and integrity in conducting our financial planning business and in the provision of securities and financial planning services.





    We shall disclose to the client any limitation on our ability to provide objective financial planning services.


    We shall provide competent financial planning and securities services and will actively maintain the necessary knowledge and skill to continue to do so in those areas in which we are engaged.


    We shall act with due skill, care and diligence in the provision of financial planning and securities services.


    We shall ensure our conduct does not create any conflict of interest with our clients.


    We shall not disclose any confidential information without the specific consent of the provider of that information unless compelled to by law or as required to fulfil their legal obligations.

  • The SWISS Team

    Gary Wong

    Gary Wong


    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:

    • The discretions that he will be authorised and required to exercise
    • The basis on which he considers the suitability of the MDA
    • When notices and warnings will be provided to you
    • Who will be responsible for reviewing your program

    Find out more about Gary on LinkedIn.

    Simon Chick

    Simon Chik

    Financial Management/ Business Planning Specialist

    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:

    • Business set up and acquisition both domestically and in the Asian Pacific region 
    • Business strategic planning and financial management 
    • Financial reporting and internal control systems 
    • Assets and resources management 
    • International tax planning


    Find out more about Simon on LinkedIn.


    Patricia Lim

    Risk Management/ Compliance Specialist

    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:

    • Risk management, internal and external audit, business continuity management and compliance, ensuring that revenues or reputational risk are reduced while compliance obligations are met and used to competitive advantage
    • Strategic advice in developing risk management, business continuity management and governance and compliance frameworks
    • Development and implementation of risk management and assurance plans, risk registers, business continuity management plans
    • Assurance testing – developing a self-assessment framework to monitor and test effectiveness of internal controls
    • Facilitating risk management workshops Conducting risk assessments, workshops, and developing risk mitigation plans
    • Training in risk management, business continuity management principles and practice

    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.

  • Anti Money Laundering Policies

    The Anti-Money Laundering and Counter-Terrorism Financing Act 2006 requires Swiss Financial Consultants to establish and maintain an AML/CTF Program. This includes carrying out customer identity verification procedures before providing a designated service to the customer.


    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.


    Privacy Policy

    Read our Privacy Policy here and Privacy Collection Statement here


  • Say Hello!

    401/370 St Kilda Road, Melbourne VIC 3205

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