JW
Jonathan Wu
Executive Director - Senior Financial Adviser And Chief Operating Officer at Swu
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Work Experience
Executive Director - Senior Financial Adviser And Chief Operating Officer
Sep 2018 - Present · 6 years and 4 months
SWU Group
Associate Director / Financial Planner & Head Of Group Operations
Jan 2013 - Aug 2018 · 5 years and 7 months
Financial Adviser
Aug 2008 - Dec 2012 · 4 years and 4 months
Company Details
11-50 Employees
The SWU Group is a Multi Family Office (MFO) that utilises a unique co-investment, co-strategy approach to their clients. This approach means that any investment or strategy that is recommended to clients is also utilised by the SWU Group's internal investment monies. This ensures strong alignment with the client and to serve their best interests only. We challenge the public to ask of their advisers if this is true of them. We cater to all types of clients, large and small and we see to it that middle class families have access to strong and appropriate financial advice. The 4 arms that make up the SWU Group include: - Accounting - Financial Planning - Credit Advisory - Estate Planning ensuring that anything related to a clients financial wellbeing is looked after by the SWU Group.
Year Founded
1986
Social Media
Linkedin
Industry
Financial Services
HQ Location
Suite 38-39, Level 2, 330 Wattle St Ultimo, NSW 2219, AU
Keywords
AccountingFinancial PlanningCredit Advisoryand Estate Planning
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