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. 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, has had his securities dealer licence since 1992 and our company, SWISS Financial Consultants Pty Ltd, has operated since.
View Top Employees from Swiss Financial ConsultantsWebsite | http://www.swissfinancialconsultants.com.au |
Revenue | $7 million |
Employees | 3 (3 on RocketReach) |
Address | 401/370 St Kilda Road, Victoria, AU |
Technologies | |
Industry | Investment Management, Investment Banking, Financial Planning, Finance, Wealth Management, Superannuation, Retirement Planning |
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The Swiss Financial Consultants annual revenue was $7 million in 2024.
Gary Wong is the CEO of Swiss Financial Consultants.
3 people are employed at Swiss Financial Consultants.