Hi, I’m Bilson and I’m not your typical financial adviser.
I didn’t choose this path. Life forced me into it.
I’m a Chinese immigrant, raised in a home where money was a constant source of stress, not security. My mother battled a gambling addiction and while that caused a lot of pain, I can now appreciate why she did it. She wasn’t reckless. She was desperate. She thought maybe. Just maybe. She could win her way out of the mess we were in.
But that kind of thinking only dug us deeper.
At the same time, I was raised by a stepfather who quietly sacrificed everything. Despite being physically disabled, he spent over 20 years working as a courier, earning less than what Centrelink could’ve given him. But he chose dignity. He showed up, every day, even when no one was watching. Even when it would’ve been easier to quit.
Between them, I learned two powerful truths:
@Hope without a plan is dangerous.
@Discipline and integrity are worth more than money.
Those lessons are what brought me into financial advice. Not ambition. Not prestige. I’ve lived through the mess, and now I help others get out of it.
So if you’re just shopping around for tips and surface-level advice, there are plenty of podcasts, websites, and AI tools out there.
But if you’re ready to take control. If you’re done with the guilt. The stress. The cycle of financial chaos. Then. I am here.
Like one of my mentors said:
We’re not just advisers. We’re the financial get-your-sh!t-together-ers.
There’s always a cost to making progress. But the cost of doing nothing is far worse.
Expertise
My fees
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2016
- Years of experience 9
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Highest qualification
- Master of Financial Planning
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Languages spoken
- Cantonese
- English
- Mandarin
Australian Wealth League
25A Craig StPunchbowl, NSW 2196

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
PGW Financial Services Pty Ltd
AFSL 384713
