I am a Certified Financial Planner with a Bachelors degree in Commerce majoring in Finance graduating from Curtin University.
I am passionate about assisting my clients to better understand their financial affairs. I take the time to listen, and understand their true needs and desires.
Explaining complex strategies in simple to understand concepts is what I enjoy doing which ultimately empowers my clients to become more insightful investors.
Delivering financial peace of mind to my clients is my professional goal, and knowing their financial future is carefully managed to allow them to live the lifestyle they desire without financial worries is one of the reasons why I enjoy being a financial adviser.
Expertise
My fees
We operate on fee for service for our investment advice. This ensures we are always acting in the best interest of our clients and are not influenced by commissions or rebates.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 14
- First year providing advice 1999
- Years of experience 26
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Highest qualification
- Certified Financial Planner (CFP)
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Languages spoken
- Cantonese
- English
Aspire Financial Solutions
Suite 1315, 3 Spring StSydney, NSW 2000
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323