Summary

With over 30 years experience in the financial industry, I have the passion and expertise to help you reach your financial goals through strategic structuring, planning, and investing. I work closely together with every client to help them grow and protect their wealth, legally reduce their tax, structure their financial affairs and build a Tax Free Super Income so they can enjoy a comfortable retirement. I also do many public speaking engagements, teaching and coaching on financial industry topics. My credentials include: • Certified Practising Accountant (CPA) • Registered Tax Agent • Authorized Representative of J.C.Consulting Pty Ltd ( AFSL 229 658) • SMSF Specialist • Fluent in six languages – Mandarin, Cantonese, Teochew, Lao, Thai, and English