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
John Woodhouse
Qualifications
- Bachelor of Business CFP FICA
Experience
- John is a Certified Financial Planner, Registered Tax Agent and Licensed Company Auditor.
- John is also the Administration Partner for Brisbane Office of HLB Mann Judd (8 Partners, 70 staff) and Chair of the Directors Board Meetings.
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.
