Wennie Yan

I am a financial adviser over a decade of experience across the financial services industry, including banking, superannuation, and advisory firms. I specialise in superannuation, retirement planning, personal insurance, debt management, investment strategies, tax structuring, and estate planning.

I help individuals and families create and grow wealth through strategic investment portfolios, property planning, and superannuation structures designed to support the lifestyle they desire in retirement — and to help them get there in style. My advice also covers estate planning and distribution, ensuring clients’ wishes are carried out and their legacy is protected for future generations.

My qualifications include a Master of Professional Accounting, an Advanced Diploma in Financial Planning, and specialist accreditations in SMSFs, listed products, tax for financial advising, and margin lending. I currently hold key professional designations: Certified Financial Planner (CFP®), Certified Practising Accountant (CPA), and SMSF Specialist Advisor (SSA®).

Passionate about empowering clients with clear and practical advice, I am committed to delivering tailored solutions that build financial confidence, support long-term goals, and foster trusted, enduring relationships.