Experienced superannuation and retirement planning adviser with over 10 years of experience helping clients with ongoing and complex financial situation.
Passionate in understanding and interpreting client circumstances to provide simple and easy to follow advice that can promote and improve financial and emotional wellbeing.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 17
- First year providing advice 2015
- Years of experience 11
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Highest qualification
- Bachelor of Commerce
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Languages spoken
- Cantonese
- English
MUFG Retire360 Pty Limited
Level 22, Tower 6, 10 Darcy StParramatta, NSW 2150
Meeting methods
- In person
- Phone
- Video call
Licensed by
MUFG Retire360 Pty Limited
AFSL 258145