Started financial planning career in 2013 after graduating from RMIT University, Van loves engaging with his clients to gain a better understanding on a personal level regardless of their background, knowledge or life stage. Van strives to build a long-term relationship based on trust and ensure the tailored, personal advice is delivered in a simple and friendly format so that his clients can understand, feel comfortable and make informed decisions.
Van holds Master of Finance, Advanced Diploma of Financial Planning, Self-Managed Superannuation Funds and many other relevant qualifications. Van have passed the Financial Adviser exam and is currently an active voting member of the Financial Advice Association of Australia.
We are happy to discuss alternative fee arrangements for clients looking for long term advice strategies.
Van was very careful in explaining all facets of our needs ,After compiling our portfolio he went through every step with us so we totally understood the concept of his plan for our future, I would highly recommended Van.
We would highly recommend Van to any one who is looking for sound financial advice services.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2013
- Years of experience 10
- Master of Finance
Sunrise Financial PlanningLevel 4, 301 Hampshire Rd
Sunshine, VIC 3020
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning