Tingting Jia

7 Financial Planning

Silver
8 Yrs Experience
Mulgrave, VIC 3170

As a financial advisor, Tingting is qualified to assist in Investment,Retirement Planning, Estate Management, and Margin Lending . Her area of expertise also extends to superannuation and insurance.

Tingting's breadth of industry experience and knowledge enables her to offer personally tailored financial advice that ensures her client’s short term and long term goals are always met.

Her understanding and compassionate nature enables her to assist her client’s requirements, throughout all stages of their life, to ensure their financial affairs are carefully managed. Her dedication has enabled her to develop and maintain lifelong business relationships, with the client’s best interest always at heart.

Tingting holds a Bachelor of Business(Financial Management) ,Master of Management Accounting and Diploma of Financial Planning. She is also a member of the Financial Planning Association (FPA)

In her spare time, Tingting can be found enjoying beaches ,vineyards and gardening ,or dividing her attention between learning horse riding and playing tennis.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Master of Management
  • Language spoken
    • English

7 Financial Planning

Suite 1, 5-7 Compark Circuit
Mulgrave, VIC 3170

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Wealth Today Pty Ltd

AFSL 340289