Charles Ong
Financial Planner
91000308
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After graduating from ANU with a Bachelor of Commerce (Accounting & Finance), Charles worked as a tax accountant with Deloitte from 1999 to 2005.
In 2007, he embarked on his new profession as a financial planner with AXA Life Insurance. A career which he believes will allow him to pursue his twin goals of financial freedom and quality family time. Realising that both corporates and individuals can benefit from financial planning, Insurance Werkz Agency was set-up in 2009 to address similar challenges faced by companies and business owners.
2016 is his 9th year in the insurance industry and continues to take pride and enjoys the work where he is in a unique position to play a part in someone's life and business insurance needs.
Charles believes that the relationship between an insurance professional and a client is one of prime importance. A relationship which must be built on competency, trust, credibility and regular reviews to monitor implemented programs.