John Prossor, Director, Synchron:
I confirm that Kit has been a Synchron Adviser since 2012. During her time with us, Kit has been an active participant in the Synchron Conferences and Professional Development Days. She has shown to be committed to providing high quality advice to her clients. She also networks with other Synchron advisers (especially female advisers) seeking and sharing ideas with them. Kit looks to ensure she is always learning. As well as the AFA, she has joined the SMSF Association to further her knowledge in relation to SMSF advice.
Kit is a welcome, professional member of the Synchron family.
David Allen, Practice Development Manager, Synchron:
In my capacity as Practice Development Manager of Synchron I recently had the pleasure of conducting an audit on Kit’s client files.
I found her attention to detail and the completeness in her strategies provided in SOA’s to be exemplary and written in a manner that her clients can understand. Whilst Kit has excellent knowledge on the latest products available, I noticed that in cases where it’s to the clients advantage, she provides advice which involves them retaining their existing investments and insurances, which to me is evidence of the fact that she acts in her clients best interest and places their interest ahead of her own at all times.
Kit Wong is a quality adviser and is very highly regarded by both her clients and peers. She’s one of the most professional operators I have met in my 40 years in the industry.