Simona Wong

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Manager - Business Advisory 

Simona started her journey with the firm in 2013 and, with a keen eye for detail and breadth of experience, has made significant contributions across various financial domains. Her ability to offer comprehensive solutions showcase her dedication to her clients' growth and success.

Experience

Her experience spans compliance and transactional work for an array of clients, including medical practices, blockchain startups, high-net-worth individuals, deceased estates, and investment funds, alongside their investment managers. This demonstrates her adaptability and agility in addressing the diverse needs of her clientele.

In her role within business advisory, Simona's expertise shines through various facets. She excels in strategy facilitation, offering a comprehensive perspective that aligns with her clients' goals. Her experience also include cashflow advice. Simona's ability to navigate complex financial landscapes is further exemplified through her adeptness in cash flow and working capital planning, which enhances her clients' financial resilience. 

Sector experience 

●    Medical practices
●    Blockchain startups
●    High-net-worth individuals 
●    Deceased estates
●    Investment funds

 

Professional qualifications and memberships 
●    Bachelor of Commerce - University of New South Wales 
●    Chartered Accountants Australia & New Zealand (CAANZ)