premium people
Chairman
Simon Ka Lung Wu
Qualifications and memberships
- Bachelor of Arts in Accounting & Finance – Macquarie University 1980
- Bachelor of Legal Studies – Macquarie University 1997
- Master of Business Administration – Sydney University 1984
- PhD candidate at School of Law – Macquarie University
- Diploma of Financial Planning – 1997
- Certified Financial Planner – Financial Planning Association
- Fellow of Society of CPAs
- Quality Assurance Reviewer of the Society of CPAs
- Specialist in Financial Planning – Society of CPAs
- Senior member of Australian Institute of Banking and Finance
- Fellow of Taxation Institute of Australia
- Registered Tax Agent
- Proper Authority Holder for Premium Wealth Management (formerly Premium Accounting Group)
Experience
- Financial and management accountant in various companies such as General Electric and AGC Finance between 1980 and 1983
- 1983 to 1987 – BT Innovation Ltd as Investment Manager. Reviewed over 400 Australian businesses and involved in listing a number of companies in which BT had invested
- Set up partnership Simon Wu, Wong & Associate in 1987 involved in management consulting and financial consulting. Partnership dissolved in 1993
- Set up Simon Wu and Co. Pty Ltd – a CPA firm as Principal and held a proper authority from Count Financial Group from 1993
- June 2000, Simon and four other accountancy firms established Premium Accounting Group (now Premium Wealth Management)
Director
Neale Blizard
Qualifications
- Bachelor of Business (Accounting)
- Business Management Certificate
Experience
- Herkess & Partners , Accountants since 1986
- Continuously held a Proper Authority to provide financial planning advice from 1987
- Member of the FPA since 1991/1992
Director
Michael Byrnes
Qualifications
- Bachelor of Commerce (University of Newcastle 1979)
- Granted a Proper Authority from Count Financial Group in November 1989
- Certified Financial Planner
- Chartered Accountant (Financial Planning Specialist)
Experience
- Employed in Public Practice 1980 -1984
- Employed in Commerce 1984 -1987
- Joined Forsythes Chartered Accountants as Audit & Business Services Manager 1987
- Established Forsythes Financial Planning Division in1989.
- Established own financial planning practice in April 1994.
- Held a contract with Count Financial Group to provide business development services to 27 accounting practices from April 1994 to June 1997.
- Sole Director and owner of Premium Financial Focus Pty Ltd
- Joined Premium as a Foundation Firm in 2000
Director
Craig Ayling
Qualifications & Memberships
- Diploma of Financial Planning
- Certified Financial Planner, 1999
- Member of the Financial Planning Association
- Proper Authority Holder / Authorised Representative since 1994
Experience
- Various positions in accounting & investment administration between 1982 & 1993.
- Commenced financial planning with the State Bank of NSW in 1994.
- Established my own financial planning practice in 1998.
- Joined Purkiss Partners, an accounting firm on the Central Coast of NSW in 1999.
- Currently a Director of Fortunity, the accounting and finance practice formed in 2006 from the merger of a number of Central Coast firms.
- Appointed a Director Premium Wealth Management in 2008.
General Manager
Helen Bridgewood
Qualifications and memberships
- Bachelor of Economics (Syd)
- Diploma of Financial Planning
Experience
- 1986-1994 – Godfrey Weston in research, technical and compliance roles.
- 1995 – 2000 – Bridgeport Advisers – Manager Financial Planning with overall responsibility for all activities of the financial planning team.
- 2000 to date – Premium Wealth Management (formerly Premium Accounting Group) with responsibility for all services provided to the financial planners, with particular emphasis on the compliance role. Responsible Officer for Premium Wealth Management’s Licence.