Our highly experienced team has 15 years of combined experience in finance industry. During this time, we’ve helped many people significantly improve their financial independence and security. Get to know more about our team and how we can help you.

Jack Wei

Experience

I am an Estate, Superannuation Planning and Risk Management specialist.

Qualifications

I am a qualified CPA and Financial Planner, holding the Diploma of Financial Planning. I also hold a Master of Commerce from Macquarie University.

Additional information

I specialise in small businesses located in the northern districts.


Please do not hesitate to contact me on:
Mobile 0408 288 149
Email jack@financialgenius.net.au




Alex Tolentino

Financial Services Guide

Experience

I have seven years experience in the finance industry both in a bank and as an independent finance consultant. I specialise in Estate, Superannuation Planning, Risk Management and Wealth Creation & Protection.

Qualifications

I am a qualified Financial Planner, holding the Diploma of Financial Planning, and a graduate of Bachelor in Business Management, major in Marketing.

Financial Services Guide

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Dover Financial Advisers Pty Ltd. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details, click on the Financial Services Guide link.

Please do contact me on:
Mobile 0405 141 865
Email alex@financialgenius.net.au