Derrick has been working in the financial services industry since 2004. Inspired by his own family's experience of seeking quality financial advice for his parents, he decided to pursue a career as a Financial Advisor. Since then, he has spent more than 10 years helping individuals and families make confident financial decisions and achieve their long-term goals.
Derrick is passionate about building genuine relationships with his clients, taking the time to understand what matters most to them, and developing tailored strategies to help them achieve financial security, greater freedom, and more choices throughout life.
Before joining Elixir Wealth Advisory, Derrick worked with several financial services organisations, including nine years with Commonwealth Financial Planning, where he gained extensive experience in wealth creation, retirement planning, superannuation, personal insurance, and investment advice.
Outside the office, Derrick enjoys spending time with his family and friends. He has a passion for running, camping, fishing, and exploring Australia's great outdoors through 4WD adventures.
Expertise
At a glance
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Adviser status
Gold
- First year providing advice 2013
- Years of experience 13
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Highest qualifications
- Graduate Diploma of Applied Finance (Financial Planning)
- Graduate Diploma of Financial Planning
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Language spoken
- Vietnamese
Elixir Wealth Advisory for Doctors
Corporate One, Suite 104D, 84-90 Hotham StPreston, VIC 3072
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Spark Advisors Australia
AFSL 380552