About Us

FRIENDLY AND DEDICATED SERVICE

At Wealth Alliance, we believe that each individual has the right to quality financial advice. We understand that everyone’s circumstances are different and the ‘one size fits all’ approach offered by so many is of little value. Instead, financial solutions should be tailored to meet individual needs.

Wealth creation is a complex ongoing process that requires ongoing management and constant monitoring. It involves coordination of multidisciplinary team of expert such as accountant, financial advisor, legal specialist, and other professionals. At Wealth Alliance, we are equipped with the expertise and network of affiliates to help and guide you in this complex and daunting process.

Our Team

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Norman Angwar

Norman has over 9 years of experience within the financial services and lending industry. He holds a Bachelor Degree in Accounting, Diploma of Finance and Mortgage Broking as well as Master of Applied Finance. He is also a Certified Financial Planner® practitioner.

Norman is passionate to develop excellent working relationships with his clients and to help them achieve their financial goals and objectives. He focuses on understanding clients’ needs and circumstances from all angles and takes a keen interest in improving the financial wellbeing of his clients

Norman is an Authorised Representative of Synchronised Business Services Pty Ltd (Authorised Representative No. 328633). He is also a Credit Representative of JASQ Investments Pty Ltd (Credit Representative Number: 469608).

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Audrey Tan

Audrey has over 18 years of experience in the accounting and finance industry, including 6 years in wealth management field and 4 years in mortgage broking industry. She holds a Bachelor Degree in Accounting, Diploma in International Trust Management and Diploma in Finance and Mortgage Broking.

Audrey is passionate in assisting her clients find suitable finance solutions for their circumstances. She prides herself in providing excellent professional customer service and building long lasting relationships.

Audrey is an Authorised Credit Representative of JASQ Investments Pty Ltd (Credit Representative Number: 469609).

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Audrey Tan

Audrey is an Authorised Credit Representative of JASQ Investments Pty Ltd (Credit Representative Number: 469609).

Integrity

We believe integrity is crucial on how we conduct our business and the key value for our pursuit to success.

Accountability

We believe in being accountable for our actions which drives us to deliver an exceptional standard of service to our clients.

Customer Focus

We are dedicated in providing high quality, personalised customer experience so that we can make a positive impact in our clients’ lives, goals and needs.

Teamwork

We work closely and hand-in-hand with internal and external trusted partners to enhance our customers’ experience, deliver added value to our service and to meet our customers’ needs.