National Manager Advice
Current
May 2024 - Present
AeroLeads people directory · profile
Sandy Wong Email & Phone Number
National Manager Advice
at
Equity Trustees
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
National Manager Advice
Location
Greater Melbourne Area, Australia, Australia
Company size
Who is Sandy Wong? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sandy Wong is listed as National Manager Advice at Equity Trustees, a company with 254 employees, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Sandy Wong.
Sandy Wong previously worked as Private Client Advisor at Equity Trustees and Treasurer at Parents And Friends Association - Camberwell Girls Grammar School. Sandy Wong holds Music from University Of Melbourne.
Company email context
Email format at Equity Trustees
This section adds company-level context without repeating Sandy Wong's masked contact details.
{first}.{last}@morganstanley.com
86% confidence
AeroLeads found 1 current-domain work email signal for Sandy Wong. Compare company email patterns before reaching out.
Profile bio
About Sandy Wong
Sandy brings more than 15 years experience from diverse roles including employment experience in a global investment bank, a large Australian private bank and boutique firms. She is passionate about her clients, values and provides quality professional advice while building strong relationships with her clients. She likes to listen to her clients and find out what is important to them, then provide advice which meets their needs and goals.Sandy is a member of the FPA and is a SMSF Specialist Adviser and has been involved with mentoring and participation in panel discussions.
Listed skills include Financial Advisory, Portfolio Management, Wealth Management, Financial Planning, and 3 others.
Current workplace
Sandy Wong's current company
Company context helps verify the profile and gives searchers a useful next step.
Equity Trustees
10 roles
Sandy Wong work experience
A career timeline built from the work history available for this profile.
Private Client Advisor
Jun 2022 - May 2024
Treasurer
Parents And Friends Association - Camberwell Girls Grammar School
Mar 2022 - May 2023
Financial Planner
Jul 2020 - Jun 2022
Financial Planner
Mar 2018 - Jul 2020
Associate Financial Planner
Jul 2016 - Mar 2018
Private Wealth Associate
Commonwealth Private
Sep 2015 - Jul 2016
Senior Associate
Apr 2012 - Sep 2015
Financial Advisor/ Workflow Manager
Aperio Financial Solutions
Nov 2007 - Sep 2010
Paraplanner
Eastern Paraplanning Services - Amp Financial Planning
Apr 2007 - Nov 2007
Team & coworkers
Colleagues at Equity Trustees
Other employees you can reach at eqt.com.au. View company contacts for 254 employees →
NG
Nandini Ghosh
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
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SB
Susan Barrett
Colleague at Equity Trustees
Greater Sydney Area, Australia
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KN
Kristal Naidu
Colleague at Equity Trustees
Sydney, New South Wales, Australia, Australia
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JK
Jamie Key
Colleague at Equity Trustees
Greater Perth Area, Australia
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SS
Steven Saputra
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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NW
Nigel Wills
Colleague at Equity Trustees
Greater Sydney Area, Australia
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RP
Ruchi Parmar
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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GM
Grant Mundell
Colleague at Equity Trustees
Greater Sydney Area, Australia
View →
AK
Alicia Kokocinski
Colleague at Equity Trustees
Greater Melbourne Area, Australia
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MB
Michelle Barlow
Colleague at Equity Trustees
Australia, Australia
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Nandini Ghosh
Colleague at Equity Trustees
Melbourne, Victoria, Australia, Australia
View →
SB
Susan Barrett
Colleague at Equity Trustees
Greater Sydney Area, Australia
View →
KN
Kristal Naidu
Colleague at Equity Trustees
Sydney, New South Wales, Australia, Australia
View →
JK
Jamie Key
Colleague at Equity Trustees
Greater Perth Area, Australia
View →
SS
Steven Saputra
Colleague at Equity Trustees
Greater Melbourne Area, Australia
View →
NW
Nigel Wills
Colleague at Equity Trustees
Greater Sydney Area, Australia
View →
RP
Ruchi Parmar
Colleague at Equity Trustees
Greater Melbourne Area, Australia
View →
GM
Grant Mundell
Colleague at Equity Trustees
Greater Sydney Area, Australia
View →
AK
Alicia Kokocinski
Colleague at Equity Trustees
Greater Melbourne Area, Australia
View →
MB
Michelle Barlow
Colleague at Equity Trustees
Australia, Australia
View →
6 education records
Sandy Wong education
Music
Advance Diploma, Financial Planning
Smsf Specialist Advisor (Ssa)
Smsf Association
Diploma, Financial Services (Financial Planning)
Finsia
Trinity Foundation Studies
Fpa Aged Care Specialist, Aged Care
Aged Care Steps
FAQ
Frequently asked questions about Sandy Wong
Quick answers generated from the profile data available on this page.
What company does Sandy Wong work for?
Sandy Wong works for Equity Trustees.
What is Sandy Wong's role at Equity Trustees?
Sandy Wong is listed as National Manager Advice at Equity Trustees.
What is Sandy Wong's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Sandy Wong at Equity Trustees.
Where is Sandy Wong based?
Sandy Wong is based in Greater Melbourne Area, Australia, Australia while working with Equity Trustees.
What companies has Sandy Wong worked for?
Sandy Wong has worked for Equity Trustees, Parents And Friends Association - Camberwell Girls Grammar School, Fry Financial Services, Mclean Delmo Bentleys, and Morgan Stanley.
Who are Sandy Wong's colleagues at Equity Trustees?
Sandy Wong's colleagues at Equity Trustees include Nandini Ghosh, Susan Barrett, Kristal Naidu, Jamie Key, and Steven Saputra.
How can I contact Sandy Wong?
You can use AeroLeads to view verified contact signals for Sandy Wong at Equity Trustees, including work email, phone, and LinkedIn data when available.
What schools did Sandy Wong attend?
Sandy Wong holds Music from University Of Melbourne.
What skills is Sandy Wong known for?
Sandy Wong is listed with skills including Financial Advisory, Portfolio Management, Wealth Management, Financial Planning, Risk Management, Retirement Planning, and Investment Strategies.
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