Nellie Fung

O' Brien Accountants & Advisors

Platinum
14 Yrs Experience
Ivanhoe, VIC 3079

Nellie Fung, Adviser of the Year 2019.

With over twenty years' experience in the provision of accounting, investment, financial planning and wealth protection advice I am highly adept in strategically advising my clients in making the right choices for their personal financial situation to achieve their goals.

With a focus on financial planning for individuals and families I take great pride and enjoyment from being able to assist clients to plan for and achieve their ideal future. I understand that the future looks different for everyone and take time to listen to my clients and gain a clear picture of their personal situation and aspirations before drawing on my extensive knowledge and experience to create a financial plan to help them achieve their ambitions.

I am extensively qualified with experience both in Australia and overseas. I am an Authorised Representative of Count Financial Limited and have been named Count Financial Adviser of Year 2019.

My interests include keeping abreast of the latest news and advances in financial services. I read extensively to stay connected with the latest developments. I enjoy providing guidance and support to my team and colleagues.

Outside of work I value spending time with family and friends, love discovering new restaurants, travelling and volunteering with Planetshakers Guest Services.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • 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

My firm charges a fixed $ advice fee based on agreed scope of advice required by our client. All fees are agreed with our client prior to work commencement so there are no hidden costs nor unpleasant surprises.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 53
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

O' Brien Accountants & Advisors

Suite 2, 50 Upper Heidelberg Road
Ivanhoe, VIC 3079

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232