Access FP t/a Fortitude Wealth Partners 2020

08 9381 6811 Get in touch
  • Home
  • About Us
    • Our philosophy
    • How we work with you
    • Our team
  • Client experience
    • Testimonials
    • Financial Services Guide
    • Active advice
    • Fee for advice
  • Our specialisations
    • Wealth planning and accumulation
    • Super and retirement planning
    • GESB West State and Gold State Super
    • Personal Life Insurance
    • Investment planning
    • Portfolio structuring and tax management
    • Cashflow management
    • Lending and debt management services
    • Aged care financial advice
    • Estate planning
  • Blog
  • Resources
  • Contact us

Our team

Ray Ong

Ray OngDirector / Principal

CFP®, LRS® Life Risk Specialist, BCom (FinPlan)

Ray is a CERTIFIED FINANCIAL PLANNER® professional. He started in financial planning in 2005. He is a LIFE RISK SPECIALIST and has a Bachelor’s of Commerce in Financial Planning (with distinction). He is a member of The Financial Planning Association of Australia. Ray is an assessor for the CERTIFIED FINANCIAL PLANNER® Unit 1 Professionalism program. He was also a tutor for the Personal Finance Unit in Curtin University.

Ray commenced his career in financial planning at non-aligned financial advisory firm Wise FP Pty Ltd in 2005. He later went on to own the majority share of the business and was also the responsible manager of the licensee (AFSL No. 221961). Ray took over the business in 2013 and has run the practice since then.

He is passionate about providing professional, cost effective, values based financial advice to everyday Australians.

In his spare time you’ll find Ray with his wife and three kids, or his beloved acoustic guitars.

 

Melanie Wood

Client Services Manager

Melanie started in financial planning in 1994.  She has worked in every facet of a financial planning business, having started as a Client Service Officer, then progressing through to providing advice directly to clients in 2004.  Ray and Melanie started working together in 2005 when Ray began his career in the industry and worked together until 2013.

After a five year hiatus from the industry to raise two children and concentrate on family life, Melanie has recently returned to work as the Client Service Manager at Fortitude.

Melanie is passionate about the client experience, aiming to delivering the highest standard of service at all times.

 

 

Isaac Koh

Client Services / Financial Planning Support

Completing BCom (Finance & Financial Planning)

Contact Us

Phone: 08 9381 6811
Email us
Contact us

Our Location

68 Churchill Avenue,
Subiaco, WA, 6008

Contact Us

  • Advice Warning
  • Complaint Resolution
  • Privacy
  • Sitemap

Copyright © 2021 Access FP t/a Fortitude Wealth Partners 2020.
Wordpress Website by The DMA

Access FP t/a Fortitude Wealth Partners 2020 ABN 85 162 298 286.
Australian Financial Services Licence Number 523 195.