Betty Wu, Wealth Adviser

With over 10 years’ of experience in the superannuation industry, Betty is a superannuation manager in our Business Services team in BDO’s Sydney office and provides financial advice under the license of BDO Private Wealth Advisers Pty Ltd, AFSL238280.

As a superannuation expert, Betty provides strategic superannuation advice and technical support around the interpretation of superannuation legislation to trustees and accounting practitioners.

By taking the time to understand her clients’ unique needs and situation, she ensures the effective delivery of wealth creation strategies and assists her clients in understanding how they are positioned financially and what decisions they can make today in order to achieve their retirement goals and objectives.

Services

  • Financial Advice
  • Superannuation and contribution planning
  • Superannuation and retirement planning
  • Superannuaiton and estate planning
  • SMSF taxation, compliance and advisory
  • SMSF audit compliance
  • SMSF borrowing
  • SMSF establishment and wind-up

Sectors

  • Financial Services
  • Professional Services

Qualifications

  • Diploma of Financial Planning (RG 146)
  • Graduate Diploma of Chartered Accounting
  • Bachelor of Commerce

Affiliations

  • Chartered Accountant, CAANZ