I'm a qualified financial adviser committed to helping individuals and families make clear, confident financial decisions. Whether you're planning for retirement, investing, managing your superannuation, or protecting your loved ones with insurance, I offer tailored advice based on your unique goals.
I speak English, Mandarin, and Cantonese fluently, and I take pride in supporting clients from diverse backgrounds with clear and accessible guidance.
Let’s work together to build a secure and confident financial future.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
-
Adviser status
Gold
- First year providing advice 2005
- Years of experience 20
-
Highest qualification
- Bachelor of Business (Finance)
-
Languages spoken
- Cantonese
- English
- Mandarin
Sagepath Financial Services Pty Ltd
Suite 31, 41 Rawson StEpping, NSW 2121

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gps Wealth Ltd
AFSL 254544
