I joined Infinity in May 2020 and am based in the Malaysia office. I moved to China in 2019 to reconnect with my Southern Chinese roots and meet the burgeoning demand for financial planning services in the Greater Bay area.
Prior to that I acquired over 13 years’ experience working in the financial services sector in Australia with roles in accounting, stockbroking, financial planning and corporate pensions. I have worked with many multinationals as well as a multitude of individual clients from many different walks of life.
I adhere to a holistic and pragmatic approach to financial planning and believe that combining a focus on the fundamentals with a well-defined strategy tailored to a clients’ unique goals and circumstances will deliver financial freedom both now and in the future. I uphold the highest standards of customer service aiming to build long term relationships with my clients and provide continuity in their financial planning wherever in the world they find themselves.
I am a qualified professional adviser having gained accreditation in Australia in 2012. I also hold a Bachelors Degree in Accounting and postgraduate qualifications in Applied Finance and Financial Planning.
I am a vociferous advocate for higher education standards for financial services professionals and passionate about improving financial literacy amongst young people, starting with better education in schools.
About Urban Style Studio
Urban Design Studio specialises in corporate branding, graphic design and website design and development. We undertake projects for many industry sectors, and we also have a passion for the hospitality, accommodation and tourism industries. Whilst Urban Design Studio is based in Phnom Penh, Cambodia, we have undertaken many graphic and website development projects throughout South East Asia, and further afield.