Our team

 

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

  • Investment planning
  • Superannuation
  • Home loans & investment loans
  • Wealth protection (Life insurance, Income protection, Total and permanent disablement, and critical illness/trauma insurance)
  • Retirement planning
  • Financial planning
  • Banking solutions

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.

Advice I specialise in
  • Investment planning
  • Superannuation
  • Wealth protection (Life insurance, Income protection, Total and permanent disablement, and critical illness/trauma insurance)
  • Retirement planning
  • Financial planning
General advice I provide
  • Small business advice
  • Estate planning

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

  • Aged care
  • Self-managed superannuation fund (SMSF)
  • Investment planning
  • Superannuation
  • Home loans & investment loans
  • Wealth protection (Life insurance, Income protection, Total and permanent disablement, and critical illness/trauma insurance)
  • Retirement planning
  • Financial planning
  • Banking solutions

General advice I provide

  • Small business advice
  • Estate planning