Kerry Ong Email & Phone Number
General Manager - Distribution @ Iress
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Kerry Ong Location
- Melbourne, VIC, AU
Kerry Ong Work
- General Manager - Distribution @ (August 2025 - Present)
- General Manager - Customer @ (November 2023 - August 2025)
- Executive Manager - Enterprise Relationships @ (March 2023 - November 2023)
- Board Member @ (March 2021 - June 2025)
- Head of Advice Delivery @ (August 2020 - March 2023)
- Head of Advice Academy @ (August 2018 - August 2020)
- Head of Practice and Advice Academy Consulting @ (August 2017 - August 2018)
- National Manager, Practice Consulting @ (April 2016 - August 2017)
- Practice Consultant @ (November 2015 - April 2016)
- Private Wealth Advisor @ National Australia Bank (January 2011 - January 2015)
- Financial Planning Manager @ National Australia Bank (January 2005 - January 2011)
- Private Bank Advisor (Financial Planning) - London @ (January 2008 - January 2009)
Kerry Ong Education
- ILX
Prince2 - Foundation & Practitioner (Project Management)
2016-2016 - Deakin University
CFP® (Certified Financial Planner ®)
2013 - Kaplan Education
Advanced Diploma of Financial Services (Financial Planning)
2011 - ThreeSixty Advice Education
Diploma of Financial Services (Financial Planning)
2006 - Victoria University
Bachelor of Business (Accounting, Banking & Finance)
- Swinburne University of Technology
Change Management Masterclass (Short Course) (Change Management)
Kerry Ong Skills
- Banking
- Business Relationship Management
- Commercial Banking
- Credit
- Finance
- Financial Advisory
- Financial Planning
- Financial Risk
- Financial Services
- Income Protection
- Insurance Risk
- Investment Advisory
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Loans
- Mortgage Lending
- Pension Funds
- Pensions
- Portfolio Management
- Private Banking
- Relationship Management
- Retirement Planning
- Strategic Financial Planning
- Strategic Thinking
- Superannuation
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Management Services
- Public Speaking
- Strategic Planning
- Microsoft Office
- Customer Service
- Management
- Research
Kerry Ong Summary
- Kerry Ong, based in Melbourne, VIC, AU, is currently a General Manager - Distribution at Iress. Kerry Ong brings experience from previous roles at Iress, RMIT University and Insignia Financial. Kerry Ong holds a 2016 - 2016 Prince2 - Foundation & Practitioner in Project Management @ ILX. With a robust skill set that includes Banking, Business Relationship Management, Commercial Banking, Credit, Finance and more. Kerry Ong has 2 emails and 2 mobile phone numbers on RocketReach.
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