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 52
  • 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

4.85
52 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
4.90
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 52

Sort by

4.75

"Nellie is always helpful, caring , knowledgeable, and professional in the way she works with my husband and I. Thank you Nellie!"

  • Superannuation
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nellie is always prompt with her replies"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nellie is excellent with helping us with my mums finance. Everything we ask Nellie always has a solution to help us. Nothing is too much for Nellie"

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have always felt Nellie very pleasant and helpful."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We really appreciate all Nellie's advice and work over the years. We are in a much better financial position than we could have imagined 9 years ago. We now have a home we love (which will have a good value for our children), a steady income, and some super which we need to make only modest draw downs from."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nellie always responds promptly to any of our requests /queries in a efficient manner that is easy to understand. I feel very confident that she has always had our best interests at heart and is carefully guiding us through our retirement years. I value her knowledge and experience."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Nellie always gives very good service when I make an inquiry. She is also very helpful in keeping me informed of matters which need to be attended to and her advice is sound and based on good knowledge and experience."

  • Superannuation
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nellie is extremely helpful with explaining my portfolio. She never rushes with her explanations, gives me thinking time and encourages questions from me. She clearly explains her reasoning for the comments or suggestions she gives. I have great confidence with her knowledge and experience. She is always easy to contact and responds promptly."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nellie always takes the time to carefully explain reasons and options when we are reviewing and planning. I am grateful that she is always available if I have questions or to return calls or emails asap. Very happy with the way my account is being managed. Thankyou."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nellie has given us advice regarding assets and makes herself available when there is a query. She exudes energy and passion to support others."

  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 52

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Accounting

Level
7 - Bachelor Degree
Institution
Chartered Association of Certified Accountants UK
Completed
1994

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2007

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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