I founded Momentum Lane after spending more than two decades growing, learning, and supporting clients within the financial advice profession. My journey began in July 2001, when I stepped into the industry as a young work‑experience student — unsure of where it would lead, but eager to learn and ready to make a difference.
Over the next 24 years, I moved through a wide range of roles within the same firm. Along the way, I gained deep technical knowledge, built long‑standing relationships, and developed a real understanding of what people need to feel supported in their financial lives. What stayed with me throughout this time was the importance of clarity, trust, and genuine care.
Those experiences shaped me — and ultimately inspired me to create Momentum Lane. I wanted to build a space where clients feel heard, understood, and guided with steady, meaningful support. A place where financial advice isn’t overwhelming or transactional, but personal, grounded, and truly empowering.
At Momentum Lane, my focus is simple: to walk alongside you at every stage of life, helping you move forward with confidence. Together, we build clarity. Together, we build direction. And together, we build momentum.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Platinum
- First year providing advice 2004
- Years of experience 22
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Highest qualifications
- Certified Financial Planner (CFP)
- Certified Financial Planner (CFP)
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Languages spoken
- Cantonese
- English
Momentum Lane
Suite 6, 60-64 Railway RdBlackburn, VIC 3130
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Akambo Financial Group
AFSL 322056