I am the practicing principal and director of Breakthrough Wealth Solutions. Academically, I hold a Bachelor of Business Degree, a Diploma of Financial Planning and I have met my FASEA accreditation requirements. I have over 25 years experience in the financial services industry, have worked in various large financial institutions in Australia and those based overseas. I am an active member of the Financial Planning Association of Australia (FPA) and have been awarded the exam standard certification as set by the Financial Adviser Standards and Ethics Authority (FASEA). I am passionate about getting to know my clients and continuing this relationship to ensure your financial needs and goals align with changing requirements as you transition through life and your own personal financial journey. I have the expertise, the experience and the resources to help you grow, protect and enjoy your wealth. I pride myself on having a strong history of long-term adviser/client relationships and ensure my clients feel empowered to call on me at any time for updated financial advice.
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Expertise
My feesGet in touch
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 43
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Bachelor of Business
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Languages spoken
- English
- Vietnamese
Breakthrough Wealth Solutions
Suite 4 Level 1, 15 Bankstown City PlazaBankstown, NSW 2200
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429