Kerry Ong's Location
Melbourne, VIC, AU
Kerry Ong's Work
- General Manager - Customer @ Iress
- Executive Manager - Enterprise Relationships @ Iress
- Acting Chief Customer Officer @ Iress
- Board Member @ RMIT University
- Head of Advice Delivery @ Insignia Financial
- Head of Advice Academy @ Insignia Financial
- Head of Practice and Advice Academy Consulting @ Insignia Financial
- National Manager, Practice Consulting @ Insignia Financial
- Practice Consultant @ Insignia Financial
- Private Wealth Advisor @ NAB
Kerry Ong's Education
- Financial Planning Association
CFP® (Certified Financial Planner ®)
- ILX
Prince2 - Foundation & Practitioner (Project Management)
2016 - 2016 - Kaplan Education
Advanced Diploma of Financial Services (Financial Planning)
- ThreeSixty Advice Education
Diploma of Financial Services (Financial Planning)
- Victoria University
Bachelor of Business (Accounting, Banking & Finance)
- Swinburne University of Technology
Change Management Masterclass (Short Course) (Change Management)
Kerry Ong's Skills
- Superannuation
- Wealth Management
- Strategic Financial Planning
- Wealth
- Financial Advisory
- Finance
- Income Protection
- Retirement Planning
- Portfolio Management
- Investments
Kerry Ong's Summary
Kerry Ong, based in Melbourne, VIC, AU, is currently a General Manager - Customer at Iress, bringing experience from previous roles at Iress, RMIT University and Insignia Financial. Kerry Ong holds a CFP® in Certified Financial Planner ® @ Financial Planning Association. With a robust skill set that includes Superannuation, Wealth Management, Strategic Financial Planning, Wealth, Financial Advisory and more, Kerry Ong contributes valuable insights to the industry. Kerry Ong has 2 emails and 2 mobile phone numbers on RocketReach.
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