Simon Wu
Finance · Australia · 11-50 Employees
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Overview
Headquarters
330 Wattle St L 2 Ste 38-39, Ultimo, New...Phone Number
+61 292110228Website
www.simonwu.com.auRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Simon Wu
SWU Financial Planning is a family-based financial services firm with 30 years of experience, specializing in financial planning, accounting, estate planning, and credit advisory. They offer personalized guidance to clients navigating their unique financial journeys, including retirement planning, investment strategies, and tax advice. Their comprehensive services also include assistance with home loans, investment property loans, and estate planning packages. SWU Financial Planning aims to empower clients to make informed financial decisions that align with their aspirations.Explore more
Simon Wu Org Chart
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Simon Wu
<$5M
11-50
Private
-
1986
JW
Jonathan WuExecutive Director. Senior Financial Adviser. Chief Operating Officer
Company Profile Activity
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Simon Wu is experiencing very low activity levels compared to other companies in the Finance sector.
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SWU Financial Planning is a family-based financial services firm with 30 years of experience, specializing in financial planning, accounting, estate planning, and credit advisory. They offer personalized guidance to clients navigating their unique financial journeys, including retirement planning, investment strategies, and tax advice. Their compre... Read More
