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.
Always prompt with answering a query, either providing instructions directly or having staff address the issue, including feedback when query is resolved.
Nellie is very professional and so helpful with her knowledge. Nellie is always delightful to speak with and I and my family are extremely grateful to her for her constant help.
Thank you again Nellie.
Nellie was patient and helpful.
We are very grateful for Nellies advice both at managed meetings and at any time we are in need of “quick phone call advice”. She is trustworthy, knowledgeable and is very keen to search and recommend according to our financial requirements. She has a wonderful relationship with her clients.
I have dealt with O'Brien Accountants since around 1990, and have trusted Nellie with regards to my superannuation fund since around 2015, I have always felt that she was interested in my well being and that she was giving me the best information in relation to my finances and requirements, as other members of the business have done in the past.
- Adviser status Platinum
- Number of reviews 64
- First year providing advice 2008
- Years of experience 16
- 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