Jason Wong has extensive knowledge in the wealth management industry, and has been practising financial planning since 2001. Jason started his career through the financial advisory channel in one of the major banks. He then moved on to the independent channel to assist his individual and business clients to achieve their financial goals through comprehensive financial planning. Jason is also a consultant supporting financial advisers providing wealth management solutions to their clients.
Jason holds several industry accreditations: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Financial Management Advisor (FMA) and Derivative Market Specialist (DMS). He holds a Master of Business Administration from the University of Manchester, which is consistently ranked as one of the top global business schools under the Financial Times Global MBA rankings.