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.
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 helpful, caring , knowledgeable, and professional in the way she works with my husband and I. Thank you Nellie!
Nellie is always prompt with her replies
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
We have always felt Nellie very pleasant and helpful.
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.
- Adviser status Platinum
- Number of reviews 52
- First year providing advice 2008
- Years of experience 14
- Certified Financial Planner (CFP)
O' Brien Accountants & AdvisorsSuite 2, 50 Upper Heidelberg Road
Ivanhoe, VIC 3079
- 9:00am – 5:00pm Monday – Friday
Count Financial Limited