Jesse is Certified Financial Planner®, FASEA approved and licence authorised financial adviser, AFS License responsible manager and member of the Financial Planning Association of Australia. Jesse has broad financial advising, consulting, compliance and risk management experience obtained from working in major banks, tier-one funds manager, trustee services and financial planning boutique businesses.
He graduated from the University of Melbourne with a Master’s degree in Finance, and also holds a Bachelor’s degree in Finance and an Advanced Diploma of Financial Planning. He is passionate about building positive working relationships and trust with his clients and business partners.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
-
Adviser status
Gold
- First year providing advice 2012
- Years of experience 12
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Highest qualification
- Master of Financial Management
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Languages spoken
- Cantonese
- English
- Mandarin
BMYG Financial Group
Level 41, 55 Collins StMelbourne, VIC 3000

Opening hours
- 9:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Bmyg Capital Pty Ltd
AFSL 505332