Introducing... Terence Leong, Wealth Adviser

We are thrilled to have recently welcomed new OakWealth Wealth Adviser, Terence Leong, to the team. In this edition of our Getting to Know OakWealth series, find out more about who Terence is and what makes him tick!

Terence joins us from a boutique advice practice where he worked as a risk adviser following early training with big corporates, Telstra and AMP. Terence credits his wife for getting him into the financial advice space - she obviously knows him well because he tells us there are so many elements to the job that excite him and he hasn't looked back since. With a Bachelor of Commerce and Advanced Diploma in Financial Planning already under his belt, Terence is now working toward completing his CFP, currently the highest designation in financial planning, coupled with commitment to the highest ethical standards.

As a Wealth Adviser, Terence describes his job as working to understand the unique financial goals and aspirations of our clients, helping them develop a financial strategy, and ensuring that strategy is implemented successfully.

There is, however, more to Terence than his day job. His hobbies include boxing, muay thai, fitness, reading and photography. He also has two young children whom he adores spending every spare moment with. What we think is inspirational though, is Terence's passion to help others. Outside the office, he is an avid volunteer and a mentor to high risk youths, and together with his wife and young family, provides temporary care for children in foster arrangements. He hopes to one day be able to live in Cambodia for six months to help people in need. For now, he plans to make short trips over with his family to visit and keep in touch with the people they know and make a difference that way.

Terence's personal passions align so well with OakWealth's ethos. We are absolutely thrilled to have him on board and know you will be too. Make sure you say 'hello' next time you are in the office or catch him on the telephone.

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Head Office: Suite G.01

313 Canterbury Road

Canterbury  VIC  3126

By appointment, we can also meet with you via virtual options like Skype or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

(03) 9882 8288 |


OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of GWM Adviser Services Ltd (AFSL 230692)


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Copyright © 2018 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.

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