I am a qualified financial adviser who is passionate about supporting my clients to reach their financial and lifestyle goals. I have over 20 years’ experience in financial planning industry and I have a strong ties to the local community.
I am an active member of the Financial Planning Association of Australia (FPA) and have been awarded professional standard certification set by Financial Adviser Standards and Ethics Authority (FASEA).
Together with my dedicated team, I work closely with my clients to identify their goals. Then, I work with my clients to shape a financial plan that will help them stay on track and achieve those goals. Because every client’s financial situation is unique, I provide tailored strategies that change with your needs as you move through every stage of life. Through regular coaching and ongoing service, I deliver easy-to-understand advice that will help you turn your dreams into reality and give you peace of mind knowing your investments are in safe hands.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 3
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Bachelor of Business (Applied Finance)
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Languages spoken
- English
- Vietnamese
MLe Wealth Management Pty Ltd
Suite 36, 48-50 Hill StCabramatta, NSW 2166
Opening hours
- 9:00am – 5:00pm Monday – Sunday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429