Hillross

Jedlo Profile Financial Planning
Est 5
Level 1, 339 William Street, West Melbourne, VIC 3003
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.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planner - CFP
  • Certified Practising Accountant - CPA
  • Member of Financial Planning of Association
  • Member of Institute of Public Accountants (IPA) Australia
  • Diploma in Financial Planning
  • Graduate Diploma in Marketing Management
  • Bachelor of Business – Accounting and Information Technology
  • Masters of Business Administration
  • Bachelor of Commerce - Financial Planning

Areas of
Expertise

Insurance
Investments
Retirement
Self Managed Super Fund
Superannuation

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

Read More Richard Profile
Richard Ong
Financial Planner and Managing Director

Richard is a CFP®and CPA in Public Practice. He is the Managing…

Read More IMG_3995 crop (2)
Thiow Tong Low
Financial Planner and Director

Tong is enthusiastic and passionate in assisting clients achieve their long term…

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Carmen Profile (3)
Carmen Ling
Strategy and Investment Support Specialist
Carmen joined the team since 2010. In her current role, she provides valuable…
Carmen joined the team since 2010. In her current role, she provides valuable administration, client services and planning support to Advisers including Strategy and Investment research and analysis
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Iris Profile 1 (2)
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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We delivered results beyond client's expectations
by Dr Marion C. | | Jul 22nd 2014

“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 | | May 6th 2014

“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.”