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 Empower Food Relief and Rotary Club of Ivanhoe.
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.
Nellie is always very helpful and explains everything so thoroughly, always a pleasure meeting with her.
I have had Nellie looking after my affairs for a long time now. I find Nellie patient, professional and thorough with whatever she does. Always taking my phone calls and giving me prompt and sensible advice. Thank you Nellie.
Thank you Nellie for your sound advice and very pleasant manner. We will certainly contact you in the future.
Nellie is always professional, she is very responsive to any questions and requests. She have helped giving guidance and assistance with our finances as we move towards Retirement. She listens and explains Financial options clearly.
Nellie is just a phone call away and will promptly do her research to provide accurate responses to questions or concerns. Having lived my life with my father providing advice and expertise whilst also looking after my investments, after his passing I felt lost and worried about whether I could find a trusted accountant and adviser. I can say that I am very happy with Nellie and all those with whom I have had dealings at O'Brien's.
- Adviser status Platinum
- Number of reviews 62
- First year providing advice 2008
- Years of experience 15
- Certified Financial Planner (CFP)
O'Brien Accountants & AdvisorsSuite 2, 50 Upper Heidelberg Road
Ivanhoe, VIC 3079
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Count Financial Limited