Experienced Financial Adviser with a proven track record of business development and delivering high-quality advice to clients in the dynamic realms of investment and superannuation. I excel in leveraging my expertise in superannuation, investment portfolio construction, and retirement planning to develop optimal holistic strategies for my clients.
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
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Adviser status
Gold
- First year providing advice 2014
- Years of experience 10
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Highest qualification
- Bachelor of Mathematics and Finance
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Languages spoken
- Cantonese
- English
- Mandarin
Mercer Financial Advice (Australia) Pty Ltd
Tower 1, Level 19, 100 Barangaroo AvenueBarangaroo, NSW 2000
![Mercer Financial Advice (Australia) Pty Ltd logo](https://resources.adviserratings.com.au/practices/mercer-financial-advice-australia-pty-ltd-18005215.png)
Licensed by
Mercer Financial Advice (Australia) Pty Ltd
AFSL 411766
![Mercer Financial Advice (Australia) Pty Ltd logo](https://resources.adviserratings.com.au/licensees/mercer-financial-advice-australia-pty-ltd-411766.png)