Guan Un

Anxin Wealth Management

Gold
14 Yrs Experience
Sunnybank, QLD 4109

Recent reviews

Anxin Wealth Management

Suite 207, Sunnybank Times Square, 250 Mccullough Street
Sunnybank, QLD 4109

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 2
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce (Accounting and Information Systems)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

4.75
2 Reviews
5
4
3
2
1
5.00
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
4.50
Likely to recommend
Showing reviews 1—2 of 2

Sort by

4.50

"Guan has given me advise on financial planning , retirement plans and investment advice. He is very patient , attentive and knowledgeable in regards to my investment choices that suit me. Would highly recommend to my friends and families"

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

"I have had the pleasure of dealing with Guan for approximately 7-8 years. During this time Guan has given me particular advice in Wealth Creation, Budgeting, Reducing Tax, Superannuation, Insurance, Will and Estate Planning. Guan's approach is professional, honest, well researched, and is accommodating of your risk profile and personal input. Guan has helped me achieve my personal wealth goals above expectations both short and long term. I can't recommend Guan highly enough as a Financial Planner and look forward to working with him in the future."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Accounting and Information Systems)

Level
7 - Bachelor Degree
Institution
University of New South Wales (UNSW)
Completed
1989

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Guan's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Guan able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Guan's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Guan to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Guan?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Guan provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Guan may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Guan Un
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens