For more information call us on 02 9821 3483

About Us

Connect 4 Financial Services Pty Ltd first commenced trading in 2009.

While I was working for CommInsure back in 2005, during our breaks my colleagues and I would play a game of Connect 4. Now I don’t want to boast, but I was good, in fact undefeatable! Why? Because I had a strategy and applied it to every game.

Once I gave up my secret I found it very difficult to win. And how does this relate to financial planning you ask? Well in Connect 4 to win you must connect four dots, either horizontally, vertically or diagonally. The strategy while you play is to not just go for the one single horizontal, vertical or diagonal win, but to try get all. Still confused?

Meaning we concentrate on all strategies and not the one strategy. In financial planning there are 4 critical areas which we concentrate on, they are; Investments, Debt, Risk Management and Superannuation. How can you create wealth if you have debt that is spiralling out of control and is dragging you down? What if your investments are doing well but all of a sudden an unforeseeable event happens and you have not had the appropriate risk management in place, you will find that you will be drawing down on your investments and eventually you will wind back where you began? What about Superannuation? We are living longer thanks to healthier living and advancements in medical science, it could be a difference of hundreds of thousands at retirement. Don't have enough? Haven't protected your wealth?

Financial planning is about always having money to do what you want, when you want. Whether it be taking a holiday, buying your first home, enough funds to retire, financial ability to pay off all your debts or money for unforeseen circumstances. If you build the right foundation you will succeed every time. A house built on a weak foundation will crumble and eventually cost you more money to fix and start again.

Getting it right from the beginning is crucial. Let us show you today for a better tomorrow. Considering all avenues, having the right strategy and structure so that you will succeed, and that is how Connect 4 Financial Services Pty Ltd originated.

Son Pham, Director and Financial Planner

Son graduated secondary schooling at Smith’s Hill Selective High School in Wollongong in 1999. He moved to Sydney in the year 2000 to attend the University of New South Wales to study Bachelor of Computer Information Systems. He has a Diploma of Financial Services, Advanced Diploma of Financial Services, Certificate IV in Financial Services (Finance/Mortgage broking) and is currently a licensed Mortgage Writer.

Son is an Associate Financial Planner member (AFP) of the Financial Planning Association of Australia (FPA), a member of the Finance Brokers Association of Australia (FBAA) and is also a Justice of the Peace for the state of New South Wales (JP 191906). Son has worked as a paraplanner and Financial Planner for AMP Financial Planning. Son then left AMP to further his training and experience with Wayne Stevens, Managing Director of Emohruo Financial Services. Wayne Stevens is also the State President of New South Wales for the Authorised Representative Board of AMP and has passed down extensive and invaluable knowledge. From there, Son decided it was time to pursue his vision where he would focus on the strategies and not products. In 2009 Son became an Authorised Representative of WealthSure and Connect 4 Financial Services was born.

Son has been in the finance industry since 2005 and is continually looking to develop his skills and knowledge with the long term vision of acquiring his Masters of Applied Finance (MAppFin) and Certified Financial Planner status (CFP).

Authorised Representative of WealthSure, Representative Number 331161

“As a Financial Planner I have access to a wealth of strategies, tools and resources. There are numerous ways of achieving a desired outcome, however there may be more effective strategies which can be utilised.”

“We all want to achieve financial goals in life. Let me show you today for a better tomorrow.”

The Wealthsure AFSL applies to financial product advice only. Please note Mortgage Brokering, General Insurance, Accounting, Legal Document Drafting, Taxation, Real Estate and Business coaching are not considered to be financial products.

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Connect 4 Financial Services Pty Ltd will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.

Terms of Use | Privacy Policy