Li (Amy) Hua
Practice Manager
Financial Planner & Mortgage Consultant
Accredited Member – Finance Brokers Association of Australia Limited (FBAA)
Financial Planner – Association of Financial Advisers (AFA)
Amy has been working in the financial services industry since early 2014.
Amy specialises in helping young professionals to establish themselves and secure their financial future.
Amy assists clients in sourcing and structuring the appropriate home loan and investments loans to save interest costs and optimise tax effectiveness.
Amy assists to develop an investment strategy to build wealth as well as putting a wealth protection plan to protect clients financially if they are unable to work.
Advice I specialise in
Ivon Fellowes
Senior Financial Planner
Life Risk Specialist - LRS
Financial Planner AFP – Financial Planning Association of Australia (FPA)
Ivon have had a long and rewarding career in Financial Services in Europe, South East Asia and Australia and moved into Financial Planning in 1999.
Eddie Au
Senior Financial Planner & Mortgage Consultant
Financial Planner AFP – Financial Planning Association of Australia (FPA)
Accredited Member – Finance Brokers Association of Australia Limited (FBAA)
Eddie has been providing professional financial planning advice and solutions to clients since 2009 and mortgage broking advice since 2001.
Eddie prides himself on developing excellent working relationships with all clients to provide comprehensive advice based on their individual needs and goals.
Advice I specialise in
General advice I provide