Wen is the founder and principal of WEI Financial Group, who has over 15 years experience in accounting, tax and business services, including more than 10 years experience in top 100 accounting public practice in Australia. He is a qualified Chartered Accountant with a Master Degree in Accounting & Finance graduated from University of Adelaide.

Wen has extensive technical knowledge and vast experience for the industry involvements. He has been working with small and medium sized business, fast-growing start-ups and multinational corporations as well as wealthy individual investors and simple households to help them grow their wealth, profits, control the risks, solve their tax and financial compliance issues by providing cutting edge, but tailored advice.

It has always been the priority for him to have detailed understanding his clients and become their first point of contact and supporter as well as playing an active role in the financial decision making for their business needs and personal matters through the life cycle of their business and personal life.

Technically, Wen has significant experience in the property investing, structuring and muti-generation family business. He consults on a wide range of issues including costing, cash flows, business valuations, retirement, succession planning and asset protection. He also has a particular interest in taxation issues involving the real estate development and leasing of both residential and commercial property. The focus enables him to advise critical topics across GST, Capital Gains Tax, Land Tax, Stamp Duty and Income Tax implications.

In addition, Wen has completed many special assignments and advice to successfully help overseas investors enter Australian real estate market as well as assist international corporations to achieve their goals by expanding their business into Australia with the best possible tax efficiency, risk management and dynamic structure establishment. His solid experience has seen him a trusted professional to advise across Double Tax Agreement (DTA), non-resident tax treatments, special structure and arrangements, etc.

Professional Qualifications & Memberships

•  Master of Accounting and Finance

•  Member of Chartered Accountants Australia and New Zealand (CAANZ)

•  Registered Tax Agent

•  Registered ASIC Agent