Qualifications
& Memberships
- Certified Financial Planner - CFP
- Certified Practising Accountant - CPA
- Member of Financial Planning of Association
- Member of Certified Practising Accountants
- Diploma of Financial Services (Financial Planning)
- Graduate Diploma in Marketing Management
- Graduate Diploma in Management
- Bachelor of Business (Accounting and Finance)
- Masters of Business Administration
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
The advisers of Jedlo Profile Financial Planning Pty Ltd have accounting, tax and finance background and clients are advised on areas such as tax effective strategies, superannuation, investment, business succession planning, business insurance and effective wealth and asset protection.
We believe in enabling you to manage your financial well being to enjoy the future you want. Our financial planning practice provides our clients with some of the highest levels of expertise and service in the market.
We partner with our clients to understand their needs to develop strategies that meet their financial and lifestyle needs.
Our business is supported by Hillross as the holder of an Australian Financial Services Licence.
Our practice leverages its good understanding of the region, cultures and insights to serve and build lasting relationships with diverse clients.
We acknowledge the passion, commitment and can-do spirit in each of our professional advisers. Our advisers are fluent in English, Mandarin, Cantonese and Malaysian.
Meet our team
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Richard Ong
Financial Planner and Managing Director
Richard is a CFP®and CPA in Public Practice. He is the Managing…
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Iris Chen
Practice Administrator
Iris is an experienced Administrator with excellent customer service disposition and…
Iris is an experienced Administrator with excellent customer service disposition and office workflow management competencies. She ensures and contributing to practice compliance and productivity.
Testimonials
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These clients have agreed to share their story. Everyone's situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what's right for you
by |
We delivered results beyond client's expectations
by Dr Marion C. |
“In difficult financial times, it is important to have an advisor you can trust implicitly. For the past five years, Richard Ong has delivered results beyond my expectations.”
We give our client clear advice with integrity
by Cassandra O'Brien |
“I found the financial advice given by Jedlo to be clear and the staff gave advice with integrity. I have entrusted Richard Ong and his team with my superannuation requirements and I can recommend the professionalism of all the staff as their friendliness.”
We provide long term financial strategies for retirement
by Elizabeth and David Hedger |
| May 9th 2014
“We consulted Richard Ong for financial and retirement advice 4 years ago. Richard has extensive knowledge and implemented long term financial strategies for our retirement. All aspects of investment and superannuation options are explained clearly and precisely.”
We are attentive to client's needs
by George and Daniel |
| May 7th 2014
“We have been with Jedlo for more than 6 years and consistently found Richard and the team to be incredibly knowledgeable and attentive to our needs. They always look after our life-stage, goals and appetite for risk when presenting financial strategies to us.”
We give our clients confident about their financial future
by |
“This has been the best thing I’ve done in a long time. I can only say how pleased and how lucky I am to have Richard as my financial adviser. Not only has he given me very good advice but I’m much more aware of how I manage my financial affairs.”
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