I’ve been working in the financial advice industry since 2019 and am qualified in debt management and strategic financial planning. My expertise lies in helping clients create and grow wealth through tailored strategies. Having worked in both large corporate institutions and smaller boutique firms, I’ve gained broad experience across all areas of financial advice. I work with a wide range of clients, from those building their wealth to retirees to enjoy their wealth, helping each achieve financial clarity and confidence for the future.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Bronze
- Years of experience 1
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Highest qualification
- Bachelor of Commerce (Finance and Financial Planning)
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Languages spoken
- Cantonese
- English
- Mandarin
ARC Global Wealth
Suite 7, Level 1, Building C, 1 Homebush Bay DrRhodes, NSW 2138
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306