Experienced superannuation and retirement planning adviser with over 10 years of experience helping clients with ongoing and complex financial situation.
Passionate in understanding and interpreting client circumstances to provide simple and easy to follow advice that can promote and improve financial and emotional wellbeing.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 17
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Bachelor of Commerce
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Languages spoken
- Cantonese
- English
Lambert Group Future Planning Pty Ltd
Suite 2, 39 Geils CtDeakin, ACT 2600
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lambert Group Management Pty Ltd
AFSL 525558