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Wennie Yan

5 Financial

Silver
7 Yrs Experience
Rhodes, NSW 2138

5 Financial

Suite 206 Level 2, 3 Rider Blvd
Rhodes, NSW 2138

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Master of Professional Accounting
  • Languages spoken
    • English
    • Mandarin

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

5 Financial

AFSL 314889